MH
Marc Hernandez
VALMARK SECURITIES
Orlando, FL 32801
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CRD#: 7203680
MH
Professional summary
Marc Hernandez is a registered financial professional currently at VALMARK SECURITIES, INC. located in Orlando, Florida.
Marc is registered as a RR (Registered Representative) and started their career in finance in 2025. Marc has worked at 1 firm and has passed the Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
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.
CRS (Client Relationship Summary) - BD
Click below to view Marc Hernandez's 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®
NoneExperience
Current
March 17, 2025 - Present
VALMARK SECURITIES, INC.
Office #1: 301 E. Pine Street, Ste. 650, Orlando, FL 32801BD
CRD#: 31243
Orlando, FL
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
Florida(3/17/2025)
Exams
General Industry/Product Exam
RR
Series 6TO
Date: 3/17/2025
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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)
Disclosures
| Regulatory Event | 4 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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