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George E. Ossi
VALMARK ADVISERS
Fort Lauderdale, FL 33309
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CRD#: 4167869
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Professional summary
George Edward Ossi is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Fort Lauderdale, Florida and VALMARK SECURITIES, INC. located in Fort Lauderdale, Florida.
George is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. George has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1.) Platinum Peak Benefits; Boca Raton, FL; Principal; start 12/2023; group health benefits; hr/mo during trading 21-40; not investment related; commissions./// 2.) 4244 University Boulevard South LLC; Jacksonville, FL; Manager/owner; Commercial real estate; START DATE: 9/25/2019 NO HRS/MO: 5. NO HRS/MO DURING SEC TRADING: 0. Not investment related; DESCRIBE DUTIES: OWN/OPERATE A COMMERCIAL REAL ESTATE BUILDING. ///
CRS (Client Relationship Summary) - RIA
Click below to view George Edward Ossi's 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®
NoneExperience
Current
August 2, 2024 - Present
VALMARK ADVISERS, INC.
Office #1: 2953 West Cypress Creek Road, Suite 200, Fort Lauderdale, FL 33309RIA
CRD#: 108050
Fort Lauderdale, FL
Current
November 28, 2023 - Present
VALMARK SECURITIES, INC.
Office #1: 2953 West Cypress Creek Road Suite 200, Fort Lauderdale, FL 33309BD
CRD#: 31243
Fort Lauderdale, FL
Past
June 16, 2000 - December 7, 2023
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
ST. AUGUSTINE, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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(11/28/2023)
IAR
California(8/2/2024)
RR
Colorado(11/28/2023)
RR
Florida(11/28/2023)
IAR
Florida(8/7/2024)
RR
Georgia(11/28/2023)
IAR
Georgia(6/6/2025)
RR
Maryland(3/5/2024)
RR
North Carolina(11/28/2023)
IAR
North Carolina(8/8/2024)
RR
Oklahoma(11/28/2023)
IAR
Oklahoma(8/8/2024)
RR
Tennessee(11/28/2023)
RR
Texas(11/28/2023)
RR
Virginia(4/5/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
130 Springside Drive Suite 300, Akron, OH 44333
Mailing Address
Phone number
(800) 765-5201
Established
Firm type
Fiscal year end
# of Employees
275
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VALMARK ADVISERS, INC.
CRD#: 108050Fort Lauderdale, FL 33309TRUST BUT VERIFY
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