Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fabiana? Claim Your ProfileFabiana Pereira is a registered investment advisor representative with Sentinel Pension Advisors Inc. Fabiana is a licensed investment advisor in Massachusetts and New Hampshire. Fabiana holds the Series 6, Series 63, and Series 65 licenses. Fabiana has been in the financial services industry since March 29, 2017. Fabiana was previously employed by LPL Financial LLC. Fabiana specializes in retirement planning, financial planning, and credit and cash management solutions. Fabiana has experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Fabiana is committed to providing her clients with personalized financial advice and investment strategies that meet their individual needs and goals.
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
03/24/2023 - Present
Sentinel Pension Advisors Inc. (WAKEFIELD MA)
MA
03/30/2017 - 10/31/2022
LPL FINANCIAL LLC (SALEM MA)
IA
Issued 03/24/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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