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RM

Rhonda L. Miller

VALMARK SECURITIES
DeLand, FL
Some features on this profile are disabled
CRD#: 2817273
RM

Professional summary


Rhonda Lynn Miller, who also goes by Rhonda Lynn Jenovese, Rhonda Lynn Lambert, is a registered financial professional currently at VALMARK SECURITIES, INC. located in Deland, Florida.

Rhonda is registered as a RR (Registered Representative) and started their career in finance in 1998. Rhonda has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rhonda Lynn Jenovese | Rhonda Lynn Lambert

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 Rhonda Lynn Miller'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

April 3, 2023 - Present

VALMARK SECURITIES, INC.

BD
CRD#: 31243
DeLand, FL
Past

June 1, 2022 - April 5, 2023

M HOLDINGS SECURITIES, INC.

BD
CRD#: 43285
DELAND, FL
Past

September 14, 2010 - May 2, 2022

M HOLDINGS SECURITIES, INC.

BD
CRD#: 43285
LAKE MARY, FL
Past

November 3, 1999 - August 9, 2010

NEWPORT GROUP SECURITIES, INC.

BD
CRD#: 29722
HEATHROW, FL
Past

August 10, 1998 - May 24, 1999

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA

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
Arizona
(4/3/2023)
RR
California
(4/3/2023)
RR
Colorado
(4/3/2023)
RR
Delaware
(4/3/2023)
RR
Florida
(4/3/2023)
RR
Illinois
(4/3/2023)
RR
Minnesota
(4/3/2023)
RR
Nevada
(4/3/2023)
RR
Ohio
(4/3/2023)
RR
Oregon
(4/3/2023)
RR
Pennsylvania
(4/3/2023)
RR
Texas
(4/3/2023)
RR
Utah
(4/3/2023)
RR
Virginia
(4/3/2023)
RR
Washington
(4/3/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/8/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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)
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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#: 31243Deland, FL

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