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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 Patrick English is a Registered Investment Advisor representative with Sentinel Pension Advisors Inc., based in Wakefield, Massachusetts. James has been in the industry for over 20 years and is licensed to advise in several states. His expertise includes providing financial planning and pension consulting services, and he has a strong track record in managing portfolios for individuals, businesses and pension and profit-sharing plans. James is dedicated to helping clients achieve their financial goals and is committed to providing them with the highest level of personalized service.
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
01/02/2018 - Present
Sentinel Pension Advisors Inc. (WAKEFIELD MA)
NJ
06/20/2006 - 12/31/2006
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
CA
09/26/2003 - 06/17/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NJ
02/18/2000 - 10/08/2001
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
IA
Issued 06/30/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/26/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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