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Anthony Francesco Mancini is a registered investment advisor representative with Sentinel Pension Advisors Inc. Anthony has been in the industry since 2022. Anthony is a Series 65 and Series 7TO licensed professional. Anthony's primary focus is providing financial planning and portfolio management services to individual and institutional clients. Anthony specializes in credit and cash management solutions. Sentinel Pension Advisors Inc. is an investment advisory firm registered with the Securities and Exchange Commission. The firm specializes in providing financial planning and portfolio management services to individuals, businesses, and institutions. The firm offers a variety of services including pension consulting, educational seminars, and credit and cash management solutions.
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
1
2
MA
01/19/2022 - Present
Sentinel Pension Advisors Inc. (WAKEFIELD MA)
IA
Issued 01/03/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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