Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Daniel Mayes is a financial advisor currently registered with Valmark Advisers, Inc. Alex has been in the financial industry since 2019 and has been registered in Ohio since January 2023. Alex has a Series 66 license which is a combined state license, as well as Series 7, 50, 52 and SIE licenses. Alex also provides retirement plan consulting for Wealth Impact Advisors, LLC. Alex is based in Fairlawn, OH. Valmark Advisers, Inc. is based in Akron, Ohio.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OH
10/01/2024 - Present
Valmark Advisers, Inc. (Akron OH)
OH
03/04/2020 - 10/02/2020
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CLEVELAND OH)
BOTH
Issued 12/31/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/09/2020
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 03/04/2020
Series 52TO - Municipal Securities Representative Examination
BC
Issued 09/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Alex Mayes is the right advisor for you? Invested Better is here to help.
