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Ellyn Dalton Dannemiller

VALMARK SECURITIES
AKRON, OH
·CRD# 6520531·11 years experience

Professional Summary

Ellyn Dalton Dannemiller, who also goes by Ellyn Marie Dalton, Elle Dalton, Elle Dannemiller, is a registered financial advisor currently at VALMARK SECURITIES, INC. located in Akron, Ohio. Ellyn is registered as a RR (Registered Representative) and started their career in finance in 2015. Ellyn has worked at 3 firms and has passed the SIE, Series 7 and Series 6 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ellyn Marie Dalton, Elle Dalton, Elle Dannemiller

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

11 years in the financial services industry

Current & Past Employments

VALMARK SECURITIES, INC.·CRD# 31243
BD
130 Springside Drive Suite 300, Akron, OH 44333
April 1, 2019 - Present
VALMARK SECURITIES, INC.·CRD# 31243
BD
Akron, OH
May 2, 2017 - April 1, 2019
MML INVESTORS SERVICES, LLC·CRD# 10409
RIA
Broadview Heights, OH
March 25, 2017 - April 26, 2017
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Broadview Heights, OH
March 25, 2017 - April 26, 2017
MSI FINANCIAL SERVICES, INC.·CRD# 14251
RIA
Broadview Heights, OH
December 9, 2015 - March 25, 2017
MSI FINANCIAL SERVICES, INC.·CRD# 14251
BD
Broadview Heights, OH
August 31, 2015 - March 25, 2017

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Current Firm

VS
VALMARK SECURITIES, INC.

VALMARK SECURITIES, INC.

CRD#: 31243 / SEC#: 8-45463
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

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 Event

4

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Ohio
(4/1/2019)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2017About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Aug 2015About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Ellyn Dalton Dannemiller's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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