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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Terry Grace is a registered Investment Advisor Representative with Sentinel Pension Advisors Inc.. John Terry Grace is also registered as a Registered Representative in New York. John Terry Grace has been in the industry for 28 years. John Terry Grace has passed the Series 63, Series 6 and Series 65 exams and is currently employed by Sentinel Pension Advisors Inc. in Wakefield, MA. John Terry Grace's previous employment includes positions at THE DREYFUS SERVICE CORPORATION, M HOLDINGS SECURITIES, INC., CHERNOFF DIAMOND, USI ADVISORS, INC. and USI CONSULTING GROUP, INC.. Sentinel Pension Advisors Inc. provides advisory services including: Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, Portfolio Management for Individuals, and Credit and Cash Management Solutions.
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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MA
09/08/2021 - Present
Sentinel Pension Advisors Inc. (WAKEFIELD MA)
NY
06/28/1993 - 11/12/1997
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 11/13/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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