Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Cleary is a financial advisor with Sentinel Pension Advisors Inc. based in Wakefield, MA. Matthew has been a registered representative since July 2008 and has a total of 15 years of experience in the financial services industry. Matthew is registered in Alabama, California, Connecticut, District of Columbia, Kentucky, Maryland, Massachusetts, New Hampshire, New Jersey, New Mexico, New York, Pennsylvania and West Virginia. Matthew is a Certified Financial Planner and holds the Series 7 and Series 66 securities licenses.
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
03/25/2024 - Present
Sentinel Pension Advisors Inc. (WAKEFIELD MA)
MA
03/14/2023 - 08/15/2023
MORGAN STANLEY (Boston MA)
MA
12/16/2019 - 08/15/2023
E*TRADE SECURITIES LLC (Boston MA)
MA
08/26/2019 - 12/06/2019
TRIAD ADVISORS LLC (Westborough MA)
MA
08/19/2016 - 08/14/2019
TD AMERITRADE, INC. (BOSTON MA)
RI
12/23/2010 - 08/10/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
MA
02/18/2010 - 09/16/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALTHAM MA)
MA
04/16/2009 - 10/09/2009
NYLIFE SECURITIES LLC (WALTHAM MA)
MA
07/23/2008 - 11/19/2008
AMERIPRISE FINANCIAL SERVICES, INC. (WORCESTER MA)
BOTH
Issued 07/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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