Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Stephen Bremis is an investment advisor representative with Sentinel Pension Advisors Inc. James has been in the financial industry since 2011 and is registered with the state of Massachusetts. James has a Series 66 license and a Series 7 license, as well as the Securities Industry Essentials Examination (SIE). James is also a Certified Financial Planner. James has experience working with high net worth individuals, pension and profit-sharing plans, and individuals other than high net worth individuals. James is registered with the following states: California, Connecticut, District of Columbia, Florida, Georgia, Maryland, Massachusetts, New Jersey, New York, Pennsylvania, Texas, Utah, and Vermont.
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
03/22/2023 - Present
Sentinel Pension Advisors Inc. (WAKEFIELD MA)
NY
03/31/2015 - 09/25/2018
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
05/09/2011 - 03/17/2015
SENTINEL SECURITIES, INC. (New York NY)
BOTH
Issued 08/05/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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