Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Perkins is an Investment Advisor Representative registered with Sentinel Pension Advisors Inc., in Michigan. Matthew has been in the industry since August 2000. Matthew is registered to provide advisory services in Michigan and has passed the Series 63, Series 7 and the Series 65 exams. Previously, Matthew has worked at Raymond James & Associates, Inc., VALMARK SECURITIES, INC., NFP SECURITIES, INC. and AXA ADVISORS, LLC. Sentinel Pension Advisors Inc. is a registered investment advisor with offices in Wakefield, MA and Troy, MI. The firm manages over $9 billion in assets. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to high net worth individuals, pension and profit-sharing plans and individuals other than high net worth individuals. The firm also provides credit and cash management solutions and services for businesses and other entities.
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
MI
01/02/2020 - Present
Sentinel Pension Advisors Inc. (Troy MI)
MI
10/13/2008 - 11/07/2008
AXA ADVISORS, LLC (BINGHAM FARMS MI)
MI
01/04/2007 - 07/03/2007
NFP SECURITIES, INC. (TROY MI)
MI
11/30/2004 - 12/31/2006
VALMARK SECURITIES, INC. (TROY MI)
FL
08/24/2000 - 11/11/2004
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 07/02/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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