Joseph Patrick Heider
AIF®Professional Summary
Joseph Patrick Heider, AIF® is a registered financial advisor currently at VALMARK SECURITIES, INC. located in Medina, 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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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.
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Credentials
Years of Experience
50 years in the financial services industry
Current & Past Employments
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Current Firm
VALMARK SECURITIES, INC.
Contact Information
Main Address
130 Springside Drive Suite 300, Akron, OH 44333-2431Mailing Address
130 Springside Drive Suite 300, Akron, OH 44333-2431Phone Number
(800) 765-5201Established
Ohio since 12/08/1992Firm Type
CorporationFiscal Year End
DecemberFirm Size
MediumFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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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.
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State Registrations and Notice Filings
(6/30/2023)
(6/27/2023)
(6/15/2023)
(6/28/2023)
(6/15/2023)
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(7/3/2023)
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(6/29/2023)
(6/15/2023)
(6/28/2023)
(6/30/2023)
(6/15/2023)
(7/18/2023)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed Jun 2023About the Series 82TO examSeries 22TO — Direct Participation Programs Representative Examination
Passed Jan 2023About the Series 22TO examSeries 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 2023About the Series 6TO examSeries 1 — Registered Representative Examination
Passed Oct 1976Series 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Aug 1985About the Series 26 examSeries 39 — Direct Participation Programs Principal Examination
Passed Nov 1984About the Series 39 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Joseph Patrick Heider's CRS (Customer Relationship Summary).
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