Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Edward James is a financial advisor who has been in the industry since September 1, 2011. Ross is currently registered as a Registered Representative (RA) with Sentinel Pension Advisors Inc. in a number of states, including Massachusetts, Maine, and New Hampshire. He holds a Series 66 license, which allows him to provide investment advice. Ross also holds a Series 7 license and the Securities Industry Essentials Examination (SIE). Ross's professional experience includes employment at Sentinel Securities Inc. in Reading, Massachusetts, beginning in July 2011. Ross is a Certified Financial Planner (CFP®) and is experienced in providing financial planning services to individuals and businesses. Ross also provides pension consulting services and educational seminars.
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
01/07/2022 - Present
Sentinel Pension Advisors Inc. (WAKEFIELD MA)
BOTH
Issued 10/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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