Charles Jay Feldman

Current Employers

Employment History

• 02/1967 → Present
  Charles J Feldman - Self-Employed
  Davidsonville, MD
• 07/2001 → Present
  Valmark Securities, Inc.
  Beachwood, OH
• 07/2001 → Present
  Valmark Advisers, Inc.
  Annapolis, MD

Other Businesses

1)MANAGE MY FAMILY'S PARTNERSHIPS OF INVESTMENTS/// 2)CO-TTEE OF GILBERT R. GIORDANO TRUST(RECEIVE TTEE FEES)AND CO-DIRECTOR GIORDANO FAMILY FOUNDATION/// 3)TTEE OF STEPHEN FAUST FAMILY ILIT (NO FEES RECEIVED)/// 4) NAME OF BUSINESS: TTEE OF LIFE INSURANCE TRUST FOR EDWARD L. PERL; BUSINESS ADDRESS: 1206 WEST STREET, ANNAPOLIS, MD;NATURE OF BUSINESS: TTEE DURING LIFETIME OF GRANTOR OF LIFE INSURANCE TRUST; INVESTMENT RELATED: LIFE INSURANCE TRUST;START DATE: 04/1992; HOURS PER MONTH: 1; HOURS DURING TRADING HOURS: 0; POSITION: TTEE; CLIENT INVOLVEMENT: NO; DUTIES: AS TTEE FOR THIS LIFE INSURANCE TRUST WHILE EDWARD L. PERL IS LIVING I RECIEVE HIS GIFTS TO THE TRUST, DEPOSIT THE CHECKS, NOTIFY THE BENEFICIARIES OF THEIR WITHDRAWAL PRIVILEGE, PAY THE LIFE INSURANCE/// 5) FAMILY OF CHARLES J. FELDMAN: PARTNERSHIPS; ADDRESS 3447 CONSTELLATION DR. DAVIDSONVILLE, MARYLAND 21035 ; MANAGE INVESTMENTS IN FAMILY PARTNERSHIPS THAT INCLUDE MY WIFE AND MY THREE SONS; POSITION/TITLE- CO-MANAGING MEMBER THAT IS GP OF FAMILY PARTNERSHIPS ; MANAGES INVESTMENT ASSETS AND FILE RETURNS; INVESTENT RELATED; STARTED 11/1994; FINANCIAL INTEREST-I AM PARTNER WITH MY WIFE AND 3 SONS IN THE FAMILY INVESTMENT PARTNERSHIPS AND A MEMBER FO THE MANAGEMENT LLC1-5 HOURS PER MONTH; NO COMP/// 6) JULIA L. FELDMAN FAMILY TRUST A; 3447 CONSTELLATION DR., DAVIDSONVILLE, MARYLAND 21035 TRUSTEE OF TRUST FOR MY BROTHER JEROME I. FELDMAN OF TRUST ESTABLISHED BY OUR MOTHER (DECEASED 8 APRIL 2015) OPERATION OF TRUST BEGAN IN 2016; TRUSTEE; MANAGES INVESTMENT ASSETS OF THE TRUST; NO COMP 7) 50% Owner of 338 CP, LLC that owns residential townhouse rental: YES Investment related: 7/13/2013 Start Date; Aproximate 1-5 hrs per month; no compensation

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-07-02

Designations