Unclaimed
Martin Cornelis is an investment advisor representative registered with Fidelity Personal and Workplace Advisors. Martin has been in the financial industry since October 10, 2019. Martin has passed multiple securities exams including the Uniform Combined State Law Examination, the General Securities Representative Examination, and the Securities Industry Essentials Examination. Martin is registered with the Securities and Exchange Commission and is licensed in 53 states. Martin has worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated previously, and is currently employed by Fidelity Brokerage Services. Martin specializes in financial planning, educational seminars, and portfolio management. Martin is available to discuss your financial planning needs and help you develop a plan to reach your financial goals.
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.
1
2
UT
08/06/2021 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
CA
07/30/2019 - 05/11/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALMDALE CA)
BOTH
Issued 08/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/10/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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