Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jhonatan? Claim Your ProfileJhonatan Willians henry White is a Registered Representative and Investment Advisor Representative with Sentinel Pension Advisors Inc., located in Wakefield, MA. Jhonatan has been in the securities industry since 2020 and is licensed in Connecticut, Florida, Maine, Massachusetts, Nebraska, New Hampshire, New York, Rhode Island, and Vermont. Jhonatan has passed the Series 7TO, SIE, Series 63 and Series 66 exams. Jhonatan's previous experience includes working at Fidelity Brokerage Services LLC.
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
09/16/2024 - Present
Sentinel Pension Advisors Inc. (WAKEFIELD MA)
NH
06/22/2020 - 03/04/2022
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 06/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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