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KR

Kelly J. Russell

VALMARK SECURITIES
Mayfield Heights, OH 44124
Some features on this profile are disabled
CRD#: 3240431
KR

Professional summary

Kelly Jean Russell, who also goes by Kelly Jean Black, Kelly Jean Russell, Kelly Jean Watson, is a registered financial professional currently at VALMARK SECURITIES, INC. located in Mayfield Heights, Ohio.

Kelly is registered as a RR (Registered Representative) and started their career in finance in 1999. Kelly has worked at 4 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Kelly Jean Black | Kelly Jean Russell | Kelly Jean Watson

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.
NOTARY-NON-INVESTMENT RELATED, NOTARIZE PRIMARILY AS A CONVIENCE FOR CLIENTS OF Sequoia Financial Group. STARTED 1/1/22. LESS THAN 1 HOUR/MONTH OF TIME. APPLICANT IS A NON-ACTIVE CPA PERFORMING NO CPA DUTIES CURRENTLY. EMPLOYEE OF INDEPENDENT RIA, SEQUOIA FINANCIAL GROUP. THIS BUSINESS IS INVESTMENT RELATED. APPLICANT IS EMPLOYEE OF FIRM STARTING 2022. APPROX. 100% OF TIME DEVOTED DURING SECURITIES TRADING HOURS. DUTIES ARE TO PERFORM COMPLIANCE TESTING AND POLICIES AND PROCEDURES

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Kelly Jean Russell'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

December 19, 2022 - Present

VALMARK SECURITIES, INC.

Office #1: 5910 Landerbrook Dr., Suite 300, Mayfield Heights, OH 44124Office #2: 3500 Embassy Parkway, Akron, OH 44333
BD
CRD#: 31243
Mayfield Heights, OH
Past

January 12, 2022 - March 22, 2023

SEQUOIA FINANCIAL GROUP, L.L.C.

RIA
CRD#: 117756
Mayfield Heights, OH
Past

December 7, 1999 - November 7, 2022

NCA FINANCIAL PLANNERS

RIA
CRD#: 120086
CLEVELAND, OH
Past

October 8, 1999 - November 2, 2022

OSAIC WEALTH, INC.

BD
CRD#: 23131
MAYFIELD HTS, OH

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
Ohio
(12/19/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/10/2006
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/2/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/7/1999
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 5/21/2012
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/22/1999
General Securities Principal 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)
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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#: 31243Mayfield Heights, OH 44124

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