Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Patrick Heider is a financial advisor with Valmark Securities, Inc. in Akron, Ohio. He has been in the financial services industry since 1976. Joseph is a registered representative with FINRA and holds Series 7, Series 24, Series 26, Series 39, Series 6, Series 22, Series 82, and Series 63 licenses. He has also passed the SIE exam. Joseph was previously employed with TRIAD ADVISORS LLC, ROYAL ALLIANCE ASSOCIATES, INC., MULTI-FINANCIAL SECURITIES CORPORATION, VESTAX SECURITIES CORPORATION, HEFREN-TILLOTSON, INC., and PRO SERVICES, 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.
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.
1
2
OH
06/15/2023 - Present
Valmark Securities, Inc. (AKRON OH)
OH
04/24/2018 - 06/28/2023
TRIAD ADVISORS LLC (Cleveland OH)
OH
03/15/2010 - 04/25/2018
ROYAL ALLIANCE ASSOCIATES, INC. (CLEVELAND OH)
OH
01/01/2004 - 03/15/2010
MULTI-FINANCIAL SECURITIES CORPORATION (CLEVELAND OH)
OH
11/11/1983 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
NA
08/06/1979 - 10/06/1983
HEFREN-TILLOTSON, INC.
NA
11/03/1976 - 07/23/1979
PRO SERVICES, INC.
IA
Issued 12/07/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/1990
Series 24 - General Securities Principal Examination
BC
Issued 08/05/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/26/1984
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 06/15/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 10/26/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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