Unclaimed
Janine Bent is a financial advisor with over 25 years of experience. Janine has worked in the financial industry since 1997, beginning her career at John Hancock Mutual Life Insurance Company. Janine is currently registered with M Holdings Securities, Inc. and is located in Needham, Massachusetts. Janine's primary focus is providing financial planning and portfolio management for individuals and businesses. She has experience working with clients of all types, including high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth. Janine is dedicated to helping her clients reach their 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.
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.
1
2
MA
01/02/2013 - Present
M Holdings Securities, Inc. (NEEDHAM MA)
IL
01/23/2012 - 09/17/2012
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
NY
05/19/2011 - 11/03/2011
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
MA
01/31/2005 - 05/11/2011
OGILVIE SECURITY ADVISORS CORPORATION (BOSTON MA)
MA
10/04/1996 - 08/27/2004
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
10/04/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 08/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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