Unclaimed
Christopher Shematek is a financial advisor with over 20 years of experience in the financial services industry. Christopher is a Registered Representative and Investment Advisor Representative for Cobalt Financial Partners LLC. Christopher holds Series 4, 7, 9, 10, 24, 31, 53, 63, and 65 licenses. Christopher holds the Certified Financial Planner and Chartered Financial Consultant designations. Christopher's experience includes providing financial planning, investment advice, portfolio management for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MD
09/20/2016 - Present
Cobalt Financial Partners LLC (SYKESVILLE MD)
MD
07/26/1999 - 11/02/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 08/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/22/2005
Series 4 - Registered Options Principal Examination
BC
Issued 07/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 07/29/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/23/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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