Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Ockenga is a financial advisor with Sentinel Pension Advisors Inc. Nicholas has over 11 years of experience in the financial industry and is licensed to provide financial advice in 26 states. Nicholas is a Certified Financial Planner and holds Series 6, 63, and 65 licenses. Nicholas is also registered with FINRA and the SEC. Nicholas provides financial planning, pension consulting, educational seminars, and selection of other advisers to individuals, families, and businesses.
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
1
2
MA
07/07/2020 - Present
Sentinel Pension Advisors Inc. (WAKEFIELD MA)
MA
04/03/2017 - 07/06/2018
LPL FINANCIAL LLC (READING MA)
IA
Issued 09/04/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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