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Serena Ma Low

VALMARK ADVISERS
Gloucester, MA
·CRD# 2532331·32 years experience

Professional Summary

Serena Ma Low, who also goes by Serena M Belong, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Gloucester, Massachusetts and BEAUPORT FINANCIAL SERVICES, LLC located in Gloucester, Massachusetts. Serena is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Serena has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Serena M Belong

Blog Corner

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Videos & Posts

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Contact Information

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

32 years in the financial services industry

Current & Past Employments

VALMARK ADVISERS, INC.·CRD# 108050
RIA
3 Heritage Way Suite 2, Gloucester, MA 01930
November 2, 2018 - Present
BEAUPORT FINANCIAL SERVICES, LLC·CRD# 129996
RIA
3 Heritage Way Suite 2, Gloucester, MA 01930
March 13, 2019 - Present
VALMARK SECURITIES, INC.·CRD# 31243
BD
3 Heritage Way Suite 2, Gloucester, MA 01930
October 24, 2003 - Present
NEW ENGLAND SECURITIES·CRD# 615
BD
New York, NY
April 21, 1998 - October 24, 2003
COMMONWEALTH FINANCIAL NETWORK·CRD# 8032
BD
Waltham, MA
February 10, 1996 - September 24, 1996
OSAIC FS, INC.·CRD# 3870
BD
Fort Wayne, IN
October 4, 1994 - October 31, 1995

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Current Firm

VA
VALMARK ADVISERS, INC.

VALMARK ADVISERS INC | VALMARK ADVISERS, INC.

CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - SEC (5/29/1998 Approved)
Wyoming
Registered Investment Advisory firm - Wyoming (8/11/2017 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

130 Springside Drive Suite 300, Akron, OH 44333

Phone Number

(800) 765-5201

# of Employees

280

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VALMARK ADVISERS WEALTH MANAGEMENT SOLUTIONS ADV PART 2A APPENDIX 1-WRAP FEE PROGRAM BROCHURE (6/1/2026)

Regulatory Assets Under Management

Total Number of Accounts

20,881

AUM (Assets Under Management)

$10,166,311,019

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) 50% shareowner of my husband's non-public S corp. JPL Landscape Solutions Inc., 6 Cedar Lane Gloucester, MA 01930, established in 2013. I do not receive comp and it is a non-investment related company-landscape maintenance and construction. I spend 1 hour a month at home on the weekend on quickbooks data entry. There is a paid bookkeeper and accountant that handle payroll, tax filing, annual reports, etc.// 2) Gloucester Rotary; Rotary Club member; lunch meetings and service projects; not investment related; 1-5 hours/month; no compensation// 3) GLOUCESTER EDUCAITONAL FOUNDATION; 185 MAIN ST. GLOUCESTER, MA; BOARD MEMBER- PRESIDENT IN 2020; NOT INVESTMENT RELATED; NO COMPENSATION; 1-5 HRS/MONTH/// 4) Beauport Financial Services, LLC; Gloucester, MA; start 01/2019; Financial Services; Owner; Advisor/Client Relationship Manager; investment related; 2% ownership; 40+ hours/ month; K1/// 5) JPL Landscape Solutions Inc, Bookkeeper, data entry into quick books, 1-5 hours per month, receives compensation/// 6)Women's Associated Charities, Member/Treasurer, Meet 2 times annually and provide statements provided by the custodian, not investment related, started 5/2016, receives no compensation/// 7) SPLow LLC; 6 Cedar Lane, Gloucester, MA 01930; LLC holds a piece of investment real estate; Member; Filing annual report, minor bookkeeping-pay the mortgage and taxes; YES Investment Related; Start date 08/26/2022; LLC owns property my husband and I purchased in 2018; Approximately 1-5 hrs. per month; not compensated.///

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VA
VALMARK ADVISERS, INC.

VALMARK ADVISERS INC | VALMARK ADVISERS, INC.

CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - SEC (5/29/1998 Approved)
Wyoming
Registered Investment Advisory firm - Wyoming (8/11/2017 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
IAR
California
(11/1/2024)
IAR
Florida
(9/16/2026)
RR
Massachusetts
(10/24/2003)
IAR
Massachusetts
(11/2/2018)
IAR
New Hampshire
(7/29/2026)
RR
New Hampshire
(8/24/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Mar 2018About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1995About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2006About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Oct 1994About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Serena Ma Low's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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SL
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