Melissa Marie Paione
Investment adviser representative at Valmark Advisers, Inc.
13 yearsExperience
1 stateRegistered in
$10.2BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Valmark Advisers, Inc.Oct 2025 to now
- Lebel & HarrimanOct 2025 to now
- Valmark SecuritiesOct 2025 to now
- Cornerstone Wealth PlanningAug 2022 to Oct 2025
- LPL Financial LLCJul 2022 to Oct 2025
- Ywca Central MaineMay 2021 to Aug 2022
- St. Mary's HospitalDec 2020 to Feb 2021
- Auburn School DepartmentNov 2020 to Feb 2024
- Amherst CollegeOct 2019 to May 2021
- Seaport Hotel and World Trade CenterAug 2019 to Oct 2019
- Healthworks Fitness Back BayFeb 2019 to May 2019
- Town of Poland MaineJun 2018 to Aug 2018
- Auburn School DepartmentApr 2018 to Jun 2018
- Total Performance Swim CampJun 2017 to Jul 2018
- Ywca Central MaineApr 2017 to Jun 2017
- Middlebury CollegeAug 2016 to Apr 2018
- Bates College Swim CampJun 2013 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (ME).
Valmark Advisers, Inc.
Legal name: Valmark Advisers Inc
$10.2BAssets managed
14,890Clients
265Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7607674
- Firm CRD
- 108050