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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eileen? Claim Your ProfileEileen Greenspan is a registered investment advisor representative with Sentinel Pension Advisors Inc., located in Wakefield, MA. Eileen has been in the industry since 2011 and holds a Series 65 license. She specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pension plans. Eileen's primary office is located at 100 Quannapowitt Pkwy, Suite 300, Wakefield, MA 01880.
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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MA
01/08/2019 - Present
Sentinel Pension Advisors Inc. (WAKEFIELD MA)
IA
Issued 04/23/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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