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Beauport Financial Services’ representatives are registered representatives with Valmark Securities, Inc., a FINRA registered broker-dealer. While Valmark Securities, Inc. is registered to sell securities products in all 50 United States and the District of Columbia, our representatives are only registered to sell securities products in MA, NH, ME, NY, MD, OH, CO, FL. Our representatives are also investment adviser representatives with Valmark Advisers, Inc., an SEC Registered Investment Adviser, and are registered to provide advisory services in MA. Our representatives are also licensed to offer insurance products in MA, NH, ME, NJ, NY, MD, OH, CO, FL. The information included herein should not be considered a solicitation or an offer to sell products or services in any state besides those in which our representatives are properly registered/licensed.

Fees for Services

Download a copy of Beauport Financial Services, LLC Table of Fees for Services

Massachusetts – New Fee Discloser Requirement for Investment Advisers

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