Martin CornelisCRD Number: 7124345
Current Firm: Fidelity Personal And Workplace Advisors
Martin Cornelis (CRD# 7124345) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Salt Lake City, UT and has over 3 years of experience in the finance industry.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
|Fidelity Brokerage Services||Salt Lake City, UT||Jun 2021 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Valencia, CA||Aug 2015 - May 2021||5|
|Bank Of America, N.a.||Valencia, CA||Aug 2015 - May 2021||5|
|The Steritech Group, Inc.||Los Angeles, CA||Sep 2014 - Jul 2015||< 1|
|Panera Bread||Santa Clarita, CA||Apr 2010 - Sep 2014||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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