AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MF

Michael L. Feinman

VALMARK SECURITIES
Wayne, PA 19087
Some features on this profile are disabled
CRD#: 1495935
MF

Professional summary

Michael Louis Feinman is a registered financial professional currently at VALMARK SECURITIES, INC. located in Wayne, Pennsylvania.

Michael is registered as a RR (Registered Representative) and started their career in finance in 1990. Michael has worked at 12 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Michael Louis Feinman's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 30, 2020 - Present

VALMARK SECURITIES, INC.

Office #1: 744 W Lancaster Ave Suite 103, Wayne, PA 19087
BD
CRD#: 31243
Wayne, PA
Past

April 11, 2018 - June 21, 2018

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
WAYNE, PA
Past

May 21, 2014 - April 3, 2018

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Wayne, PA
Past

December 13, 2012 - March 31, 2014

LPL FINANCIAL LLC

RIA
CRD#: 6413
WAYNE, PA
Past

December 13, 2012 - March 31, 2014

LPL FINANCIAL LLC

BD
CRD#: 6413
WAYNE, PA
Past

June 6, 2008 - December 18, 2012

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
WAYNE, PA
Past

June 6, 2008 - December 18, 2012

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
WAYNE, PA
Past

September 8, 2005 - June 9, 2008

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
CONSHOHOCKEN, PA
Past

October 18, 2002 - June 9, 2008

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
CONSHOHOCKEN, PA
Past

December 4, 2000 - October 23, 2002

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

March 31, 1999 - December 1, 2000

MOODY CAPITAL SOLUTIONS, INC

BD
CRD#: 15989
ATLANTA, GA
Past

March 16, 1993 - May 1, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

March 16, 1993 - March 12, 1999

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

October 28, 1991 - December 31, 1992

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

June 25, 1990 - October 12, 1990

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(9/13/2021)
RR
Connecticut
(1/29/2024)
RR
Delaware
(12/1/2020)
RR
Florida
(12/1/2020)
RR
Massachusetts
(4/27/2021)
RR
Nebraska
(6/28/2024)
RR
New Jersey
(5/16/2023)
RR
New York
(3/22/2025)
RR
North Carolina
(4/29/2021)
RR
Ohio
(11/30/2020)
RR
Pennsylvania
(6/1/2020)
RR
Tennessee
(2/10/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 1/6/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/21/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 6/22/1990
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

VS
VALMARK SECURITIES, INC.
VALMARK SECURITIES, INC.

CRD#: 31243 / SEC#: , 8-45463

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
130 Springside Drive Suite 300, Akron, OH 44333-2431
Mailing Address
130 Springside Drive Suite 300, Akron, OH 44333-2431
Phone number
(800) 765-5201
Established
Ohio since 12/08/1992
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
VALMARK INVESTMENTS, LLCSHAREHOLDER
CALLAHAN, CALEB JONATHANEVP, CHIEF OPERATING OFFICER5011454
KOZENKO, ELIZABETH ERINFINOP6218110
RYBKA, LAWRENCE JOSEPHPRESIDENT, CEO1661511
WILBURN, DOUGLAS FREDERICKCHIEF COMPLIANCE OFFICER/GENERAL COUNSEL1407686

Disclosures

Regulatory Event4

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VALMARK SECURITIES, INC.

CRD#: 31243Wayne, PA 19087

TRUST BUT VERIFY

Monitor Michael Feinman

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Paul B Mullen
Paul MullenAdvisorCheck Check Mark
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IAR
RR
Horsham, PA
Jeffrey Michael Kropp
Jeffrey KroppAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Chadds Ford, PA
Dustin Michael Willing
Dustin WillingAdvisorCheck Check Mark
KESTRA ADVISORY SERVICES, LLC
IAR
RR
Wayne, PA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.