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Julie Doran Stewart

Sentinel Pension Advisors Inc.

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About Julie Doran Stewart

Julie Doran Stewart is an Investment Advisor Representative at Sentinel Pension Advisors Inc. located in Wakefield, MA. Julie has been in the industry since 2003 and has experience working at several firms. She has a Series 6, 63, and 65 license.

Firm Information

Julie Stewart is currently registered with Sentinel Pension Advisors Inc.. Sentinel Pension Advisors Inc. is a financial advisor based in Wakefield, Massachusetts. The firm manages approximately $1 billion - $10 billion in assets and serves individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. They offer a variety of advisory services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. The firm also participates in a wrap fee program.
Sentinel Pension Advisors Inc.

100 QUANNAPOWITT PKWY

WAKEFIELD, MA 01880

$9.01B

Assets Under Management

2

Total Clients

51

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions

Credit and cash management solutions

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue sharing on eligible credit and cash management solutions

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Julie Stewart’s Registration & Firm History

MA

01/03/2022 - Present

Sentinel Pension Advisors Inc. (WAKEFIELD MA)

MA

04/23/2010 - 07/01/2010

MMC SECURITIES CORP. (NORWOOD MA)

MA

04/01/2005 - 04/23/2010

MMC SECURITIES CORP. (NORWOOD MA)

MA

07/09/2003 - 04/01/2005

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

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Licenses & Designations

IA

Issued 11/17/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/29/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/07/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julie Doran Stewart.
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