linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kimberly Mary Pepoli

Sentinel Pension Advisors Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kimberly? Claim Your Profile

About Kimberly Mary Pepoli

Kimberly Pepoli is an Investment Advisor Representative at Sentinel Pension Advisors Inc. Kimberly is registered in 8 states, including Massachusetts and Michigan. Kimberly is a Series 65 and SIE exam holder. Kimberly's firm specializes in providing financial planning and investment management services. They also offer retirement planning and credit and cash management solutions.

Firm Information

Kimberly Pepoli 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Revenue sharing on eligible credit and cash management solutions

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kimberly Pepoli’s Registration & Firm History

MA

09/18/2024 - Present

Sentinel Pension Advisors Inc. (WAKEFIELD MA)

Not sure if Kimberly Mary Pepoli is right for you?

Licenses & Designations

IA

Issued 03/03/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/19/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kimberly Mary Pepoli.
Not sure if Kimberly Mary Pepoli is right for you?