Best Investors Account Sign in
Current Employers
Sentry Financial Planning, Llc

Andover, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2008-04-14
  • MA RA
    APPROVED
    Since 2008-04-14

Branch Locations

Andover, MA • United States

2 Elm Square Suite 320, Andover, MA 01810 • United States

150A Andover Street Suite 1, Danvers, MA 01923 • United States

Andover, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sentry Financial Planning, Llc Andover MA 02/2008 Present
Vanguard Systems Technology, Inc. Andover MA 05/1992 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-03-29
  • S65 Uniform Investment Adviser Law Examination
    2008-03-29
Designations

View on SEC IAPD

More in Andover, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor