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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan R Pfeffer is an investment advisor representative with Sentinel Pension Advisors Inc. Alan is registered with the state of Massachusetts and has been in the industry since 2001. Alan specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and retirement plans. Alan also has experience in providing credit and cash management solutions to clients. Sentinel Pension Advisors Inc. has been in business since 1998 and is headquartered in Wakefield, Massachusetts.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit and cash management solutions
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Revenue sharing on eligible credit and cash management solutions
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2
MA
01/03/2023 - Present
Sentinel Pension Advisors Inc. (WAKEFIELD MA)
PA
10/07/2005 - 09/19/2006
RAMPART FINANCIAL SERVICES, INC. (DOYLESTOWN PA)
CA
08/01/2003 - 09/08/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
06/29/1998 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
IA
Issued 07/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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