Charles J. Feldman
Professional summary
Charles Jay Feldman is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Annapolis, Maryland and VALMARK SECURITIES, INC. located in Annapolis, Maryland.
Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1969. Charles has worked at 9 firms and has passed the Series 63, Series 7TO, SIE and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Charles Jay Feldman's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 28, 2002 - Present
VALMARK ADVISERS, INC.
Office #1: 1206 West Street, Annapolis, MD 21401July 12, 2001 - Present
VALMARK SECURITIES, INC.
Office #1: 1206 West Street, Annapolis, MD 21401July 22, 1998 - July 11, 2001
OGILVIE SECURITY ADVISORS CORPORATION
October 4, 1995 - November 23, 1998
WALNUT STREET SECURITIES, INC.
January 12, 1994 - October 4, 1995
MID ATLANTIC INVESTOR SERVICES, INC.
December 18, 1990 - January 13, 1994
FERRIS, BAKER WATTS, LLC
December 10, 1987 - December 19, 1990
ARUNDEL SECURITIES, INC.
June 19, 1983 - December 17, 1984
AETNA LIFE INSURANCE AND ANNUITY COMPANY
April 22, 1969 - November 20, 1987
CLARK MELVIN SECURITIES CORPORATION
Primary Firm SEC Registration
VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/11/2013)
(1/27/2017)
(1/29/2010)
(1/3/2005)
(12/21/2005)
(4/17/2015)
(9/8/2016)
(7/12/2001)
(5/28/2002)
(6/24/2021)
(9/19/2005)
(9/19/2005)
(3/23/2010)
(3/14/2014)
(9/2/2014)
(7/15/2015)
(2/11/2013)
(6/5/2017)
(3/11/2019)
(7/12/2001)
(11/16/2005)
(7/6/2009)
(6/16/2015)
(1/3/2023)
Exams
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationSeries 1
Date: 6/12/1968
Registered Representative ExaminationFINRA
Current Firm
VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
Red Flags
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