Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heath? Claim Your ProfileHeath J Smargiasso is a financial professional with over 20 years of experience in the industry. Heath is registered as both a broker-dealer and an investment advisor representative with Valmark Advisers, Inc., and has experience working with individual clients, corporations, and charitable organizations. Heath has a strong background in providing financial planning, portfolio management, and consulting services. Heath is also a registered representative with Securities America, Inc., and has previously been registered with Securities Service Network, LLC, Silver Oak Securities, Incorporated, and Meyers Pollock Robbins, Inc.
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
12/08/2020 - Present
Valmark Advisers, Inc. (Akron OH)
OH
09/24/2020 - 12/08/2020
SECURITIES AMERICA, INC. (Copley OH)
TN
06/02/2017 - 11/23/2020
SECURITIES SERVICE NETWORK, LLC (Knoxville TN)
OH
07/29/2009 - 08/04/2016
SILVER OAK SECURITIES, INCORPORATED (AKRON OH)
OH
04/08/1998 - 07/28/2009
SECURITIES SERVICE NETWORK, INC. (AKRON OH)
NY
01/01/1997 - 02/13/1997
MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)
IA
Issued 10/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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