Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McPhail is an investment advisor representative with Sentinel Pension Advisors Inc. Matthew has been in the industry since April 1993. He has a Series 6 and Series 63 license and is a Chartered Financial Analyst. Matthew specializes in providing financial planning and investment advice to individuals and corporations. He is also a registered investment advisor in Massachusetts. Sentinel Pension Advisors Inc. is a registered investment advisor that provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and pension and profit-sharing plans. The firm has approximately $1 billion - $10 billion in assets under management. They provide a wide range of services, including credit and cash management solutions, financial planning, educational seminars, and selection of other advisors.
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
04/10/2006 - Present
Sentinel Pension Advisors Inc. (WAKEFIELD MA)
NY
04/29/1993 - 05/03/1995
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BC
Issued 05/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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