Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael Dimase is a Registered Investment Advisor Representative with Sentinel Pension Advisors Inc. Robert Dimase has been working in the securities industry for over 21 years. Robert Dimase has worked with Sentinel Securities, Inc. and Sentinel Benefits Group, Inc. Robert Dimase is registered with the state of Arizona, California, Florida, Massachusetts, and Rhode Island. The firm provides financial planning, pension consulting, portfolio management for businesses and individuals, as well as credit and cash management solutions. The firm has offices in Wakefield, MA.
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
02/28/2012 - Present
Sentinel Pension Advisors Inc. (WAKEFIELD MA)
IA
Issued 05/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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