Cedric was a professional hockey player in the United States before joining Wells Fargo Bank as a Private Banker. Cedric helped clients set up retirement plans, helped manage relationships with a full balance sheet approach and assisted clients with their accounts. In 2016, he transitioned to a new role as Senior Financial Adviser. He graduated from Limoilou College with a degree in Business. Cedric strives to help each one of his clients plan for a financial future in a way that best meets his or her goals. He also enjoy hockey and travelling.
Cedric joined Harrison Brook in May 2022 and focuses on the US market.
Qualifications
UK 🇬🇧
- CISI Level 4 Diploma in Investment Advice (Financial Planning & Advice) – Chartered Institute for Securities & Investment (CISI)
EU 🇪🇺
- AMF Certification – Autorité des Marchés Financiers (France)
US 🇺🇸
- Series 66 – Uniform Combined State Law Examination – Financial Industry Regulatory Authority (FINRA)
- Series 7 – General Securities Representative Examination – Financial Industry Regulatory Authority (FINRA)
- SIE – Securities Industry Essentials Examination – Financial Industry Regulatory Authority (FINRA)
- Series 63 – Uniform Securities Agent State Law Examination – Financial Industry Regulatory Authority (FINRA)
- Series 6 – Investment Company Products/Variable Contracts Representative Examination – Financial Industry Regulatory Authority (FINRA)