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Cynthia Cano

VALMARK SECURITIES
Houston, TX 77027
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CRD#: 5617830
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Professional summary


Cynthia Cano, who also goes by Cynthia Hernandez, Cynthia Ybarra, is a registered financial professional currently at VALMARK SECURITIES, INC. located in Houston, Texas.

Cynthia is registered as a RR (Registered Representative) and started their career in finance in 2009. Cynthia has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Cynthia Hernandez | Cynthia Ybarra

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 Cynthia Cano'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

August 4, 2015 - Present

VALMARK SECURITIES, INC.

Office #1: 3555 Timmons Lane Suite 910, Houston, TX 77027
BD
CRD#: 31243
Houston, TX
Past

June 24, 2014 - June 23, 2015

QUESTAR ASSET MANAGEMENT, INC.

RIA
CRD#: 133358
LEAGUE CITY, TX
Past

June 23, 2014 - June 23, 2015

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
LEAGUE CITY, TX
Past

August 2, 2010 - January 20, 2014

VALMARK SECURITIES, INC.

BD
CRD#: 31243
HOUSTON, TX
Past

April 7, 2010 - August 10, 2010

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
HOUSTON, TX
Past

June 1, 2009 - October 8, 2009

WADDELL & REED

RIA
CRD#: 866
HOUSTON, TX
Past

March 23, 2009 - October 8, 2009

WADDELL & REED

BD
CRD#: 866
HOUSTON, TX

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
Texas
(8/4/2015)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/29/2009
Uniform Combined State Law Examination
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#: 31243Houston, TX 77027

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