Unclaimed
Michael Dibacco is a financial professional with over 10 years of experience in the financial services industry. Michael has a broad range of expertise in financial planning, retirement planning, and investment management. He is a CERTIFIED FINANCIAL PLANNER™ professional. Michael works with individuals, families, and businesses to develop personalized financial plans that meet their unique needs and goals. Michael is currently registered with Sentinel Pension Advisors Inc. He is also registered as an Investment Advisor Representative (IAR) in 24 states and a Registered Representative (RR) in 4 states. He is committed to providing his clients with the highest level of service and expertise.
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
10/27/2016 - Present
Sentinel Pension Advisors Inc. (WAKEFIELD MA)
NH
07/10/2012 - 04/14/2015
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
IA
Issued 06/12/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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