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Connor James McVey

Valmark Securities, Inc.

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About Connor James McVey

Connor McVey is a registered representative with Valmark Securities, Inc. Connor has been in the securities industry since July 2020 and holds a Series 7TO, a SIE, and is registered in Ohio.

Firm Information

Connor McVey is currently registered with Valmark Securities, Inc.. Valmark Securities, Inc. is a Corporation that was formed on December 8, 1992. It is registered in 51 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

111

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Connor McVey’s Registration & Firm History

OH

07/30/2020 - Present

Valmark Securities, Inc. (Akron OH)

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Licenses & Designations

BC

Issued 07/30/2020

Series 7TO - General Securities Representative Examination

BC

Issued 03/17/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Connor James McVey.
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