Unclaimed
James Edward Redmond is a financial advisor with Valmark Advisers, Inc. located in Fairlawn, Ohio. James has been working in the financial industry since 1982 and has passed the Series 6, Series 22, and SIE exams. James is also a Certified Financial Planner. James is currently registered with the state of California, Colorado, Florida, Indiana, New York, Ohio, South Carolina, and West Virginia as an Investment Advisor Representative. James previously worked for M.D. POITINGER AND CO., INC. and CIGNA SECURITIES, INC. in Akron, Ohio and Radnor, Pennsylvania, respectively.
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
10/18/2012 - Present
Valmark Advisers, Inc. (Fairlawn OH)
OH
03/28/1989 - 06/19/1998
M.D. POITINGER AND CO., INC. (AKRON OH)
PA
07/19/1982 - 04/04/1989
CIGNA SECURITIES, INC. (RADNOR PA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/16/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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