Serena Ma Low

Current Employers

Employment History

• 10/2003 → Present
  Valmark Securities, Inc.
  Akron, OH
• 01/2002 → Present
  Beauport Financial Services, Llc
  Gloucester, MA
• 08/2018 → Present
  Valmark Advisers. Inc.
  Akron, OH
• 01/2019 → Present
  Beauport Financial Services, Llc
  Gloucester, MA

Other Businesses

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 quickbooks, 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//

Exams

• S66 Uniform Combined State Law Examination
  2018-03-07
• S63 Uniform Securities Agent State Law Examination
  1995-01-23

Designations

Other Names

• Serena M Belong