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RS

Ragan S. Sheets

VALMARK SECURITIES
Charlotte, NC 28210
Some features on this profile are disabled
CRD#: 5570047
RS

Professional summary

Ragan Scarlet Sheets, who also goes by Ragan Sheets, Ragan Sheets Zibelin, is a registered financial professional currently at VALMARK SECURITIES, INC. located in Charlotte, North Carolina.

Ragan is registered as a RR (Registered Representative) and started their career in finance in 2009. Ragan has worked at 7 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Ragan Sheets | Ragan Sheets Zibelin

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 Ragan Scarlet Sheets'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 21, 2026 - Present

VALMARK SECURITIES, INC.

Office #1: 5950 Fairview Road, Suite 402, Charlotte, NC 28210
BD
CRD#: 31243
Charlotte, NC
Past

June 8, 2018 - January 10, 2024

M HOLDINGS SECURITIES, INC.

BD
CRD#: 43285
CHARLOTTE, NC
Past

April 21, 2015 - May 23, 2018

P.J. ROBB VARIABLE, LLC

BD
CRD#: 38339
Charlotte, NC
Past

August 19, 2013 - April 1, 2015

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 107622
CHARLOTTE, NC
Past

February 14, 2012 - July 2, 2013

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
CHARLOTTE, NC
Past

August 24, 2011 - February 13, 2012

NEW ENGLAND SECURITIES

BD
CRD#: 615
CHARLOTTE, NC
Past

May 6, 2009 - August 10, 2011

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
CHARLOTTE, NC

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
Series 63
Date: 6/4/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 5/5/2009
Investment Company Products/Variable Contracts Representative 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#: 31243Charlotte, NC 28210

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