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Nathan Jay Flaker

Valmark Securities, Inc.

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About Nathan Jay Flaker

Nathan Flaker is a financial professional with over 10 years of experience in the financial industry. Nathan is currently registered with Valmark Securities, Inc. in Akron, Ohio. Nathan has a strong background in securities and investments and holds Series 7, 99, 24, and 27 licenses. Nathan is a dedicated professional who is committed to providing clients with the highest level of service and expertise.

Firm Information

Nathan Flaker is currently registered with Valmark Securities, Inc.. Valmark Securities, Inc. is a Corporation that was formed on December 8, 1992. It is registered in 51 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

111

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Nathan Flaker’s Registration & Firm History

OH

01/10/2014 - Present

Valmark Securities, Inc. (AKRON OH)

OH

12/19/2011 - 07/02/2013

FIRSTMERIT FINANCIAL SERVICES, INC (AKRON OH)

OH

05/05/2008 - 10/27/2008

CLEVELAND RESEARCH COMPANY LLC (CLEVELAND OH)

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Licenses & Designations

BC

Issued 05/07/2021

Series 24 - General Securities Principal Examination

BC

Issued 01/20/2012

Series 27 - Financial and Operations Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/2012

Series 7 - General Securities Representative Examination

BC

Issued 12/12/2011

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathan Jay Flaker.
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