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Paul Eric Rosen

Valmark Advisers, Inc.

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About Paul Eric Rosen

Paul Eric Rosen is an Investment Advisor Representative with Valmark Advisers, Inc. based in Fort Lauderdale, FL. Paul has been working in the financial services industry for over 14 years, with experience in investment advising, insurance sales and corporate benefits consulting. Paul has offices in both Fort Lauderdale, Florida and Boca Raton, Florida. Paul is registered to conduct business in 20 states across the US. Paul has passed the Series 6, 7 and 66 exams, as well as the SIE.

Firm Information

Paul Rosen is currently registered with Valmark Advisers, Inc.. Valmark Advisers, Inc. is a financial advisory firm based in Akron, Ohio. They offer a range of services including financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. The firm has over 260 licensed agents and manages approximately $7.03 billion in assets.
Valmark Advisers, Inc.

130 SPRINGSIDE DRIVE

AKRON, OH 44333

$7.03B

Assets Under Management

323

Total Clients

248

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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consulting

Consulting

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul Rosen’s Registration & Firm History

FL

01/11/2023 - Present

Valmark Advisers, Inc. (Fort Lauderdale FL)

FL

05/05/2009 - 10/23/2014

MML INVESTORS SERVICES, LLC (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 06/09/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/2011

Series 7 - General Securities Representative Examination

BC

Issued 05/04/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Eric Rosen.
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