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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Halsey Dailey is an active investment advisor representative with Sentinel Pension Advisors Inc. James Halsey Dailey has been in the industry since January 19, 2014, and has passed the Series 66, Series 7, and SIE exams. James Halsey Dailey also has been previously registered with Sentinel Securities, Inc. James Halsey Dailey is currently registered with the following states for investment advisor activities: Connecticut, Maryland, Massachusetts, Missouri, New Jersey, New York, and North Carolina. Sentinel Pension Advisors Inc. manages assets for a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. Sentinel Pension Advisors Inc. provides a variety of advisory services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
01/13/2023 - Present
Sentinel Pension Advisors Inc. (WAKEFIELD MA)
NY
08/14/2013 - 08/02/2022
SENTINEL SECURITIES, INC. (Melville NY)
BOTH
Issued 09/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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