Paul Eric Rosen

Employer firm

Valmark Advisers, Inc. CRD 108050

$10.2B regulatory AUM 380 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Valmark Advisers, Inc.

130 Springside Drive Suite 300, Akron, OH 44333 • United States

Current Registrations

Authority	Category	Status	Date
MT	RA	APPROVED	2026-01-08
WA	RA	APPROVED	2024-07-17
LA	RA	APPROVED	2024-03-25
OK	RA	APPROVED	2023-12-12
AL	RA	APPROVED	2023-10-23
PA	RA	APPROVED	2023-07-19
CO	RA	APPROVED	2023-06-06
MD	RA	APPROVED	2023-01-11
SC	RA	APPROVED	2023-01-11
WI	RA	APPROVED	2023-01-11
NY	RA	APPROVED	2021-04-06
VA	RA	APPROVED	2021-03-18
MA	RA	APPROVED	2020-03-23
CA	RA	APPROVED	2019-04-15
NH	RA	APPROVED	2018-09-27
CT	RA	APPROVED	2015-05-14
NC	RA	APPROVED	2015-01-16
FL	RA	APPROVED	2014-10-28
NJ	RA	APPROVED	2014-10-22
GA	RA	APPROVED	2014-10-21
TX	RA	APPROVED	2014-10-21

MT RA
APPROVED

Since 2026-01-08
WA RA
APPROVED

Since 2024-07-17
LA RA
APPROVED

Since 2024-03-25
OK RA
APPROVED

Since 2023-12-12
AL RA
APPROVED

Since 2023-10-23
PA RA
APPROVED

Since 2023-07-19
CO RA
APPROVED

Since 2023-06-06
MD RA
APPROVED

Since 2023-01-11
SC RA
APPROVED

Since 2023-01-11
WI RA
APPROVED

Since 2023-01-11
NY RA
APPROVED

Since 2021-04-06
VA RA
APPROVED

Since 2021-03-18
MA RA
APPROVED

Since 2020-03-23
CA RA
APPROVED

Since 2019-04-15
NH RA
APPROVED

Since 2018-09-27
CT RA
APPROVED

Since 2015-05-14
NC RA
APPROVED

Since 2015-01-16
FL RA
APPROVED

Since 2014-10-28
NJ RA
APPROVED

Since 2014-10-22
GA RA
APPROVED

Since 2014-10-21
TX RA
APPROVED

Since 2014-10-21

Branch Locations

2953 West Cypress Creek Road Suite 200, Fort Lauderdale, FL 33309 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Rosen Corporation	Weston	FL	03/1994	Present
Valmark Securities, Inc.	Akron	OH	10/2014	Present

03/1994 → Present

Rosen Corporation

Weston, FL
10/2014 → Present

Valmark Securities, Inc.

Akron, OH

Previous Registrations

2011-06-24 → 2014-10-23

Mml Investors Services, Llc

Ft Lauderdale, FL

Jacksonville, FL

Other Businesses

1. Paul Eric Rosen, 2953 W Cypress Creek Rd, Suite 200, Fort Lauderdale, FL 33309; fixed insurance sales outside of Executive Insurance Agency, Inc.; self-employed; started 02/2012; sales of life, disability, long term care, health insurance, and corporate benefits using insurers that are not Valmark core carriers; compensation direct from carrier.// 2. Rosen Corporation; 3410 Galt Ocean Drive, # 1802N, Fort Lauderdale, FL 33308; Service Corporation offering general business consulting services; Managing Member; Investment Related - NO; Start Date 05/01/2022; 100% Owner; Approximately 1-5 hrs. per month; No company is not a client; Compensated by Salary and Profit Sharing.// 3. Fascination Productions, Inc.; 3410 Galt Ocean Drive, Ste. 1802N, Fort Lauderdale, FL, 33308; Director, Secretary/Treasurer; NOT Investment Related; Start Date 1/1/2016; Approximately 1-5 hrs. per month; Yes client - Retirement plan advisory; No compensation.// 4. Platinum Peak Benefits Insurance Agency, LLC; 2953 W Cypress Creek Rd, Suite 200, Fort Lauderdale, FL 33309; corporate benefits consulting; Managing Member; Responsible for Designing and Implementing Corporate Benefit plans; Start date 1/1/2020; not investment related; 21-40 hours per month.// 5. Platinum Peak Advisors, LLC; 2953 W Cypress Creek Rd, Suite 200, Fort Lauderdale, FL 33309; financial planning; Managing Member / 95% owner; Responsible for administration & marketing; Start date 5/1/2022; investment related; 40+ hours per month.//

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-06-09

S66 Uniform Combined State Law Examination

2011-06-09

View on SEC IAPD