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Distance Only Wakefield, MA
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Janelle Anderson (CRD# 4217814) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 23 years of experience in the finance industry.
David Batchelder (CRD# 4451296) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 24 years of experience in the finance industry. David Batchelder has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Daniel Bernardo (CRD# 5953315) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 12 years of experience in the finance industry. Daniel Bernardo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Susan Big (CRD# 4032862) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wakefield, MA and has over 24 years of experience in the finance industry.
Alan Bolotin (CRD# 2382982) is an Investment Advisor Representative working at Mml Investors Services, LLC in Wakefield, MA and has over 30 years of experience in the finance industry.
Jared Bolotin (CRD# 5405700) is an Investment Advisor Representative working at Mml Investors Services, LLC in Wakefield, MA and has over 12 years of experience in the finance industry.
Micah Bolotin (CRD# 6462010) is an Investment Advisor Representative working at Mml Investors Services, LLC in Wakefield, MA and has over 8 years of experience in the finance industry.
James Bremis (CRD# 5907173) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 12 years of experience in the finance industry. James Bremis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Valerie Cabarle (CRD# 6188831) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 10 years of experience in the finance industry.
Ryan Campagna (CRD# 4620761) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 20 years of experience in the finance industry.