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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 Carnevale is a financial advisor with Sentinel Pension Advisors Inc. with over 25 years of experience in the industry. James provides a range of advisory services including financial planning, pension consulting, educational seminars and portfolio management for businesses and individuals. James is a Certified Financial Planner and holds Series 4, 6, 7, 24, 53 and 63 licenses. James also provides 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
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2
MA
06/07/2024 - Present
Sentinel Pension Advisors Inc. (READING MA)
FL
03/28/2000 - 02/23/2001
BREWSTER SECURITIES INC. (BELLEAIRE BEACH FL)
MA
04/04/1996 - 07/22/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/04/1996 - 07/22/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 02/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2002
Series 4 - Registered Options Principal Examination
BC
Issued 04/22/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/21/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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