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Christopher Paul Shematek

Cobalt Financial Partners LLC

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About Christopher Paul Shematek

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.

Firm Information

Christopher Shematek is currently registered with Cobalt Financial Partners LLC. Cobalt Financial Partners LLC is an investment advisor registered with the SEC. The firm manages approximately $82.05 million in assets for 97 clients. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations.

$82.05M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Shematek’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Paul Shematek.
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