Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janelle? Claim Your ProfileJanelle Ruth Anderson is a financial advisor registered with Sentinel Pension Advisors Inc. and has been in the industry since 2003. Janelle is registered in several states including Massachusetts, Connecticut, Georgia, Indiana, Maryland, Michigan, Missouri, North Carolina, Oregon, Rhode Island, Texas, and Wyoming. Janelle offers financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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
01/06/2021 - Present
Sentinel Pension Advisors Inc. (WAKEFIELD MA)
MA
09/03/2004 - 11/21/2011
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
10/26/2001 - 09/30/2004
MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)
MA
09/10/2001 - 01/01/2002
MANUFACTURERS SECURITIES SERVICES, LLC (BOSTON MA)
NJ
07/06/2000 - 08/17/2000
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 12/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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