Individual Firm
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PATRICK ROBERT VELEKEI
CRD#: 3235431
IA
B
VALMARK ADVISERS, INC.CRD#: 108050 955 Penn Avenue
Wyomissing, PA 19610
Wyomissing, PA 19610
VALMARK SECURITIES, INC.CRD#: 31243 955 Penn Avenue
WYOMISSING, PA 19610
WYOMISSING, PA 19610
0
Disclosures
25
Years of Experience
View By:
State Registrations
IA
Arizona 10/29/2014
IA
New Jersey 11/15/2016
B
Arizona 8/21/2015
B
New York 12/1/2010
B
California 12/1/2010
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New York 4/6/2021
B
Colorado 10/31/2016
IA
North Carolina 3/7/2019
IA
Colorado 10/31/2016
B
North Carolina 9/8/2021
B
Delaware 6/20/2023
B
Pennsylvania 12/1/2010
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District of Columbia 5/18/2021
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Pennsylvania 12/10/2010
B
Florida 12/1/2010
B
South Carolina 1/7/2014
IA
Florida 1/12/2011
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South Carolina 1/8/2014
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Georgia 10/6/2014
B
Vermont 8/17/2017
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Indiana 5/29/2024
B
Virginia 12/1/2010
IA
Maryland 1/3/2017
IA
Virginia 12/13/2010
B
New Jersey 12/1/2010
IA
Washington 10/28/2024
SRO Registrations
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IA
Registered with this firm since 12/10/2010
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Registered with this firm since 12/1/2010
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 03/06/2009 - 12/02/2010 | WYOMISSING, PA | |
B | 01/02/2003 - 12/02/2010 | WYOMISSING, PA | |
B | 07/01/2002 - 12/19/2002 | MINNEAPOLIS, MN | |
B | 06/28/1999 - 07/01/2002 | MINNEAPOLIS, MN |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.