Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Serena? Claim Your ProfileSerena Ma Low is a financial advisor with over 25 years of experience in the industry. Serena is currently registered with Valmark Advisers, Inc. and Beauport Financial Services LLC. Serena is also a registered Investment Advisor Representative in California and Massachusetts. Serena has a broad range of experience in financial planning, portfolio management and consulting. Serena is dedicated to providing her clients with personalized financial advice to help them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MA
11/02/2018 - Present
Valmark Advisers, Inc. (Gloucester MA)
NY
04/21/1998 - 10/24/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
02/10/1996 - 09/24/1996
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
IN
10/04/1994 - 10/31/1995
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
BOTH
Issued 03/07/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/03/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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