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Michael James Paluch

Valmark Advisers, Inc.

Gloucester, MA

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Current Employers
Valmark Advisers, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-09-09
  • MA RA
    APPROVED
    Since 2025-09-09

Branch Locations

3 Heritage Way, Ste 2, Gloucester, MA 01930 • 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
OrganizationCityStateFromTo
Beauport Financial Services Gloucester MA 11/2022 01/2024
Mfs Investment Management Boston MA 02/2020 11/2022
Mfs Investment Management Boston MA 02/2016 02/2020
Valmark Securities, Inc. Akron OH 10/2023 Present
Beauport Financial Services Gloucester MA 01/2024 Present
Valmark Advisers Akron OH 08/2025 Present
  • 11/2022 → 01/2024
    Beauport Financial Services
    Gloucester, MA
  • 02/2020 → 11/2022
    Mfs Investment Management
    Boston, MA
  • 02/2016 → 02/2020
    Mfs Investment Management
    Boston, MA
  • 10/2023 → Present
    Valmark Securities, Inc.
    Akron, OH
  • 01/2024 → Present
    Beauport Financial Services
    Gloucester, MA
  • 08/2025 → Present
    Valmark Advisers
    Akron, OH
Other Businesses

1.) Beauport Financial Services; 3 Heritage Way, Suite 2, Gloucester, MA 01930; Partner, Chief Operating Officer ; YES Investment Related; Approximately 100+ hrs. per month; Salary.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-06
  • S66 Uniform Combined State Law Examination
    2023-10-06

View on SEC IAPD

Other Firms

GOOD HARBOR ADVISORS, INC.
LPL FINANCIAL LLC
BEAUPORT FINANCIAL SERVICES, LLC
GUARDIAN WEALTH ADVISORS, LLC
OSAIC INSTITUTIONS, INC.
COMMONWEALTH FINANCIAL NETWORK
WERNAU ASSET MANAGEMENT
SAFFORD NICHOLAS H & CO INC

Other Investors

MATTHEW MILLER BABSON
ANKE PARPART
LONNIE RANSOM MAYER
DONNA IRENE CROCKER
DEREK JASON REED
JONGDAI PARK
SERENA MA LOW
KEVIN MICHAEL BILENCHI

Other Offices

GOOD HARBOR ADVISORS, INC. · GLOUCESTER, MA
LPL FINANCIAL LLC · GLOUCESTER, MA
BEAUPORT FINANCIAL SERVICES, LLC · GLOUCESTER, MA
VALMARK ADVISERS, INC. · GLOUCESTER, MA
VALMARK ADVISERS, INC. · GLOUCHESTER, MA
GUARDIAN WEALTH ADVISORS, LLC · GLOUCESTER, MA
OSAIC INSTITUTIONS, INC. · Gloucester, MA
COMMONWEALTH FINANCIAL NETWORK · GLOUCESTER, MA

More in Gloucester, MA

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