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Annmarie Dever

SENTINEL SECURITIES.
Wakefield, MA 01880
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CRD#: 5924587
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Professional summary


Annmarie Dever is a registered financial professional currently at SENTINEL SECURITIES, LLC. located in Wakefield, Massachusetts.

Annmarie is registered as a RR (Registered Representative) and started their career in finance in 2014. Annmarie has worked at 2 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Annmarie Dever's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 18, 2011 - Present

SENTINEL SECURITIES, LLC.

Office #1: 100 Quannapowitt Pkwy Suite 300, Wakefield, MA 01880Office #2: 100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880
BD
CRD#: 110942
Wakefield, MA
Past

May 27, 2014 - July 1, 2020

SENTINEL PENSION ADVISORS, LLC.

RIA
CRD#: 109901
WAKEFIELD, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Massachusetts
(8/26/2011)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/14/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


SS
SENTINEL SECURITIES, LLC.
SENTINEL SECURITIES, INC. | SENTINEL SECURITIES, LLC.

CRD#: 110942 / SEC#: , 8-53142

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880
Mailing Address
100 Quannapowitt Pkwy Suite 300, Wakefield, MA 01880
Phone number
(781) 914-1254
Established
Delaware since 03/25/2025
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (50 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
NEW SENTINEL HOLDCO, LLCMEMBER
CARNEVALE, JAMES MICHAELPRESIDENT2710745
DIMASE, ROBERT MICHAELDIRECTOR2196424
DUSTIN JR, DOUGLAS KCCO - INTERIM5790881
DUSTIN JR, DOUGLAS KFINOP / CFO5790881

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SENTINEL SECURITIES, LLC.

CRD#: 110942Wakefield, MA 01880

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