Gina Warren Email

Planning Review Specialist . ValMark Securities

Current Roles

Employees:
330
Revenue:
$86.6M
About
Valmark Securities, Inc is a full service broker dealer with 35 years of focused experience in providing estate planning, business insurance products, retirement and investment services through independent wealth transfer professionals. Valmark associates focus on the unique needs of very high net worth clients. Valmark associates offer investment alternatives similar to those available through other firms. However, unlike most other securities firms, Valmark associates also possess a high degree of expertise in not only products, but also the planning process. As a result, the firm is registered to conduct business in all 50 states and is staffed with over 40 professionals in their home office organized around the specialized needs of this select group. This permits Valmark to provide a wide range of financial products as well as a comprehensive array of support services. Valmark is a member of the National Association of Securities Dealers (NASD) and the Securities Investors Protection Corporation (SIPC).
ValMark Securities Address
130 Springside Drive
Fairlawn, OH
United States
ValMark Securities Email

Past Companies

ValMark SecuritiesPlanning Review Specialist
ValMark SecuritiesValmark Registered Principal
ValMark SecuritiesOperations Specialist

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