Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Jason Lafleur is an investment advisor representative with Sentinel Pension Advisors Inc. James has been in the industry for over 18 years. James has licenses in Massachusetts. James holds the Series 63, Series 65, and Series 7TO, Series 6TO, and SIE licenses. James has worked for a number of firms during his career, including LPL Financial LLC, Quasar Distributors, LLC, MML Investors Services, LLC, and Northwestern Mutual Investment Services, LLC. James specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. James also provides credit and cash management solutions to clients. James is currently registered with Sentinel Pension Advisors Inc. in Massachusetts as an investment advisor representative.
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
06/25/2024 - Present
Sentinel Pension Advisors Inc. (WAKEFIELD MA)
RI
03/01/2024 - 06/24/2024
LPL FINANCIAL LLC (PROVIDENCE RI)
ME
12/21/2022 - 06/05/2023
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
MA
10/21/2019 - 03/31/2020
MML INVESTORS SERVICES, LLC (WELLESLEY MA)
MA
10/02/2019 - 10/25/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BOSTON MA)
IA
Issued 03/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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