Unclaimed
Kelsey Friedt is a financial advisor with Valmark Securities, Inc., headquartered in Akron, OH. Kelsey has been in the financial services industry for over 10 years and holds Series 7, Series 24, and SIE licenses. Kelsey has been registered with the state of Ohio since 2013.
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
01/30/2013 - Present
Valmark Securities, Inc. (AKRON OH)
BC
Issued 06/21/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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