JH
Joseph P. Heider
VALMARK SECURITIES
Akron, OH 44333
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CRD#: 829343
JH
Professional summary
Joseph Patrick Heider, AIF® is a registered financial professional currently at VALMARK SECURITIES, INC. located in Akron, Ohio.
Joseph is registered as a RR (Registered Representative) and started their career in finance in 1976. Joseph has worked at 10 firms and has passed the Series 65, Series 63, Series 82TO, Series 22TO, Series 6TO, SIE, Series 7, Series 1, Series 24, Series 26 and Series 39 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.
1)Cirrus Wealth Management;investment related;6060 Rockside Woods Blvd,#141,Cleveland,OH 44131;dba/RIA;president/owner;1/2015;160 hrs/month;6.5 hrs during trading;provide investment advice to clients regarding directly held products on a fee basis
2)Jay & Kay Manufacturing;not investment related;72 Louise Street,Croswell,MI 48422;manufacture of specialty aluminum,radar arches & power coating;partner;1/2007;15 hrs/month;0 hrs during trading;give input for business decisions for manufacturing of specialty aluminum,radar arches and power coating
3)Qualified Pension Consultants;not investment related;6060 Rockside Woods Blvd,Cleveland,OH 44131;401k administration retirement plan consulting;vice president/partner;4/2016;5 hrs/month;0 hrs during trading;business planning
4)Cystic Fibrosis Foundation;not investment related;8001 Sweet Valley Dr,#3,Valley View,OH 44125;charity;chair;2003;2 hrs/month;0 hrs during trading;not for profit
5)Brynwood;not investment related;6282 Brynwood Dr,Medina,OH 44256;paying bills for our private street;1/1/2018;2 hrs/month;0 hrs during trading;collecting pro rata share from home owner and paying bills which are snow removal,lights and split rail fencing
6)J.L. Thomas Company,Inc;not investment related;1500 Chester Avenue,Cleveland,OH 44114;life insurance brokerage;1/1/2020;1 hr/month;1 hr during trading;J.L Thomas Co is our resource for fixed life insurance,mostly term insurance
CRS (Client Relationship Summary) - BD
Click below to view Joseph Patrick Heider'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®
Experience
Current
June 15, 2023 - Present
VALMARK SECURITIES, INC.
Office #1: 3500 Embassy Parkway, Akron, OH 44333BD
CRD#: 31243
Akron, OH
Past
April 24, 2018 - June 28, 2023
TRIAD ADVISORS LLC
BD
CRD#: 25803
Cleveland, OH
Past
March 9, 2016 - October 20, 2023
CIRRUS WEALTH MANAGEMENT
RIA
CRD#: 282108
CLEVELAND, OH
Past
May 25, 2010 - July 6, 2016
REHMANN WEALTH
RIA
CRD#: 123047
WESTLAKE, OH
Past
March 15, 2010 - April 25, 2018
OSAIC WEALTH, INC.
BD
CRD#: 23131
CLEVELAND, OH
Past
January 1, 2004 - March 15, 2010
CETERA ADVISORS LLC
BD
CRD#: 10299
CLEVELAND, OH
Past
January 1, 2000 - March 29, 2010
DAWSON WEALTH MANAGEMENT
RIA
CRD#: 107375
CLEVELAND, OH
Past
November 11, 1983 - January 1, 2004
VESTAX SECURITIES CORPORATION
BD
CRD#: 10332
HUDSON, OH
Past
August 6, 1979 - October 6, 1983
HEFREN-TILLOTSON, INC.
BD
CRD#: 53
Past
November 3, 1976 - July 23, 1979
AMA INVESTMENT ADVISERS, INC.
BD
CRD#: 678
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
Arizona(6/30/2023)
RR
California(6/27/2023)
RR
Colorado(6/15/2023)
RR
Connecticut(6/28/2023)
RR
Florida(6/15/2023)
RR
Idaho(6/15/2023)
RR
Illinois(6/15/2023)
RR
Indiana(6/15/2023)
RR
Kentucky(7/3/2023)
RR
Maryland(6/15/2023)
RR
Michigan(6/15/2023)
RR
New Hampshire(6/15/2023)
RR
New Jersey(6/15/2023)
RR
New York(6/15/2023)
RR
North Carolina(6/29/2023)
RR
Ohio(6/15/2023)
RR
Pennsylvania(6/28/2023)
RR
South Carolina(6/30/2023)
RR
Texas(6/15/2023)
RR
Washington(7/18/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 82TO
Date: 6/15/2023
Limited Representative-Private Securities OfferingsGeneral Industry/Product Exam
RR
Series 22TO
Date: 1/2/2023
Direct Participation Programs Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 10/26/1976
Registered Representative ExaminationPrincipal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VALMARK SECURITIES, INC.
CRD#: 31243Akron, OH 44333TRUST BUT VERIFY
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