Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael David Poitinger is an Investment Advisor Representative at Valmark Advisers, Inc., a firm based in Akron, Ohio. Michael has been in the financial services industry since 1983. Michael holds several licenses and certifications, including Series 7, 24, 39, and 63. Michael specializes in providing financial planning, consulting, and portfolio management services to individuals, businesses, and institutions.
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
01/14/2022 - Present
Valmark Advisers, Inc. (FAIRLAWN OH)
OH
01/28/1986 - 10/06/1998
M.D. POITINGER AND CO., INC. (AKRON OH)
NA
01/08/1985 - 01/31/1986
E.R. KELLER & CO., INC.
NA
10/20/1983 - 01/01/1985
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 04/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 01/24/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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