Heath Smargiasso

Heath Smargiasso

Director of Compliance at Valmark Financial Group
Cleveland, Ohio, United States

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Work Experience

Valmark Financial Group

Director of Compliance

2020-12-01 - Present

Able Regulatory Consultants, LLC

President and CEO

2005-01-01 - Present

Securities Service Network, Inc.

Chief Compliance Officer, SSN Advisory, Inc.

2017-06-01 - 2020-12-01

Silver Oak Securities, INC.

Registered Representative

2009-07-01 - 2016-07-01

Edgetech Analytics, LLC

Director of Relationship Management

2008-06-01 - 2016-07-01

SSN Advisory, INC.

Investment Advisor Representative

2003-04-01 - 2005-12-01

Skills

broker dealer registered investment advisor b d ria insurance agency investment life insurance estate planning retirement planning longterm care

Languages

English