Christopher Rice
Professional summary
Christopher Rice, CFP® is a registered financial professional currently at VALMARK SECURITIES, INC. located in York, Pennsylvania.
Christopher is registered as a RR (Registered Representative) and started their career in finance in 2014. Christopher has worked at 4 firms and has passed the Series 63, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Christopher Rice's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
March 24, 2025 - Present
VALMARK SECURITIES, INC.
Office #1: 2555 Kingston Rd #100, York, PA 17402Office #2: 130 Springside Drive Suite 300, Akron, OH 44333July 30, 2024 - March 24, 2025
THE LEADERS GROUP, INC.
February 19, 2015 - May 3, 2021
DOMANI WEALTH, LLC
August 26, 2014 - February 23, 2015
PARENTEBEARD WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/25/2025)
(3/25/2025)
(3/25/2025)
(3/24/2025)
(3/25/2025)
Exams
Series 6TO
Date: 7/29/2024
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
VALMARK SECURITIES, INC.
CRD#: 31243 / SEC#: , 8-45463
Contact information
FINRA licenses (51 States and Territories)
Disclosures
| Regulatory Event | 4 |
Red Flags
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Company Information
VALMARK SECURITIES, INC.
CRD#: 31243York, PA 17402TRUST BUT VERIFY
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