Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cortez? Claim Your ProfileCortez Robinson-starks is a financial advisor in Boston, MA, working at Fidelity Personal and Workplace Advisors. Cortez has been in the industry since February 2012 and is registered to provide investment advice in 18 states. Cortez has a wide range of experience, having worked for J.P. Morgan Securities LLC and Chase Investment Services Corp. before joining Fidelity. Cortez holds licenses for Series 6, 7, 63, and 65 exams, and the SIE. Cortez is a specialist in portfolio management for individuals and businesses, and also offers financial planning services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MI
10/01/2012 - 07/21/2014
J.P. MORGAN SECURITIES LLC (DETROIT MI)
MI
02/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DETROIT MI)
IA
Issued 10/20/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/13/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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