Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Michael Nestor is a registered investment advisor representative with Sentinel Pension Advisors Inc. James has been in the securities industry for over 25 years and is registered with the state of Massachusetts and Michigan as an investment advisor representative. James specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pension and profit-sharing plans. Previously, James has been with Lincoln Investment, Investors Capital Corp., and Scudder Financial Services, Inc., James has also been Chief Compliance Officer of an Affiliate of the Broker/Dealer - Sentinel Pension Advisors Inc., which is also related to the securities industry. James has a wide range of experience and knowledge in the financial services industry. James can help you achieve your financial 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
1
2
MA
07/29/2021 - Present
Sentinel Pension Advisors Inc. (WAKEFIELD MA)
MA
06/08/2009 - 01/31/2011
LINCOLN INVESTMENT (WALTHAM MA)
MA
09/11/2003 - 03/13/2009
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
IL
04/06/2000 - 07/28/2003
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
NY
03/20/2000 - 07/28/2003
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
MA
08/16/2002 - 06/27/2003
SCUDDER FINANCIAL SERVICES, INC. (BOSTON MA)
NY
05/27/1998 - 04/26/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
IN
05/01/1997 - 05/13/1998
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NY
11/21/1995 - 04/02/1997
H.J. MEYERS & CO., INC. (ROCHESTER NY)
RI
08/25/1995 - 11/02/1995
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
08/07/1995 - 08/25/1995
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 03/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 03/28/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/06/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/04/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Nestor is the right advisor for you? Invested Better is here to help.
