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MS

Molly C. Sebold

Some features on this profile are disabled
CRD#: 4694816
MS

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Molly Cashman Sebold, CFP®, who also goes by Molly Louise Cashman, was a registered financial professional .

Molly is a previously registered financial professional and started their career in finance in 2003. Molly had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Molly Louise Cashman

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) BOULAY INSURANCE SOLUTIONS; EDEN PRAIRIE, MN; INVESTMENT RELATED; FIXED INSURANCE; SENIOR WEALTH ADVISOR; CLIENT INVOLVEMENT-FINANCIAL ADVISOR/AGENT; RECOMMEND, SELL AND MONITOR INSURANCE PRODUCTS; COMPENSATION- % OF COMMISSION/// 2) JAMES J CASHMAN 1993 IRREVOCABLE TRUST; MINNETONKA, MN; CRUMMY TRUST/INVESTMENTS; INVESTMENT RELATED; STARTED 01/1993; TRUSTEE; NO CLIENT INVOLVEMENT; INVESTMENTS, MUTUAL FUNDS, ETF'S, LIFE INSURANCE-PAY ANNUAL BILL/TAX PREP; NO COMPENSATION/// 3) MANAGEMENT SERVICES; NOT INVESTMENT RELATED; MINNETONKA, MN; STARTED 01/2013; OWNER; NO CLIENT INVOLVEMENT; WORK WITH MY MOM ON FAMILY FINANCES, TAX PREP; PAID $2000-$3000 YEAR DEPENDING ON HOURS WORKED/// 4) CASHMAN HOMES TRUST; MINNETONKA, MN; RENTAL PROPERTY; NOT INVESTMENT RELATED; STARTED 01/2010; NO CLIENT INVOLVEMENT; PREPARE TAX RETURN; $1000 PER YEAR/// 5) CAMBRIDGE, 6414-6420 CAMBRIDGE STREET, ST. LOUIS PARK, MN 55426; COMMERCIAL RENTAL; MANAGER; OVERSEE RENTAL; OTHER AS NEEDED; NOT INVESTMENT RELATED; START DATE 10/01/2015; FINANCIAL INTEREST-NONE; COMPENSATION: APPROXIMATELY $2,000/YEAR///

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2008

Experience

Past

February 11, 2015 - December 31, 2018

VALMARK SECURITIES, INC.

BD
CRD#: 31243
EDEN PRAIRIE, MN
Past

January 20, 2014 - August 1, 2023

BOULAY WEALTH

RIA
CRD#: 111334
EDEN PRAIRIE, MN
Past

January 20, 2005 - February 12, 2015

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
MINNEAPOLIS, MN
Past

September 5, 2003 - December 31, 2004

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/11/2003
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/4/2003
General Securities Representative Examination

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#: 31243

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