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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Jay Feldman is an investment advisor representative at Valmark Advisers, Inc.. Charles Jay Feldman has been in the industry since 1969. Charles Jay Feldman is licensed in 24 states and has over 17,000 clients. Valmark Advisers, Inc. is a registered investment advisor with approximately $7 billion in assets under management. The firm provides advisory services to individuals, businesses, and institutions.
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
MD
11/16/2005 - Present
Valmark Advisers, Inc. (ANNAPOLIS MD)
IL
07/22/1998 - 07/11/2001
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
CA
10/04/1995 - 11/23/1998
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
DC
01/12/1994 - 10/04/1995
MID ATLANTIC INVESTOR SERVICES, INC. (WASHINGTON DC)
MD
12/18/1990 - 01/13/1994
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
NA
12/10/1987 - 12/19/1990
ARUNDEL SECURITIES, INC.
NA
04/22/1969 - 11/20/1987
CLARK MELVIN SECURITIES CORPORATION
NA
06/19/1983 - 12/17/1984
AETNA LIFE INSURANCE AND ANNUITY COMPANY
BC
Issued 07/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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