Unclaimed
Kyle Redmond is a registered representative with Valmark Advisers, Inc. Kyle has been in the financial services industry since 2017. Kyle has a Series 7, Series 66, and SIE license. Kyle is registered with the state of Ohio, Kentucky, Indiana, Pennsylvania, South Dakota, Florida, Illinois, Michigan, Oregon, Arkansas, Texas, and California. Kyle is also registered with the Financial Industry Regulatory Authority (FINRA). Kyle's firm, Valmark Advisers, Inc., is a Registered Investment Advisor (RIA) firm located in Akron, Ohio. Valmark Advisers, Inc. has over $7 billion in assets under management and serves a variety of clients, including individuals, families, businesses, and retirement plans. Kyle is committed to providing personalized financial planning and investment management services to help clients achieve their financial goals. Kyle offers investment management, financial planning, and consulting services. Kyle is also a soccer coach.
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.
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2
OH
04/28/2021 - Present
Valmark Advisers, Inc. (Cincinnati OH)
OH
03/28/2017 - 07/23/2020
CETERA ADVISOR NETWORKS LLC (CINCINNATI OH)
BOTH
Issued 09/25/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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