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Alice Lin

MFS Fund Distributors, Inc.

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About Alice Lin

Alice Lin is a financial advisor with MFS Fund Distributors, Inc. in Boston, MA. Alice has been working in the financial services industry since 2013. Alice has passed the Series 6, 7, 24, 26 and SIE exams. Previously, Alice was a financial advisor with Natixis Distribution, L.P. in Boston, MA.

Firm Information

Alice Lin is currently registered with MFS Fund Distributors, Inc.. MFS Fund Distributors, Inc. is a corporation formed on October 27, 1992. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Alice Lin’s Registration & Firm History

MA

11/20/2019 - Present

MFS Fund Distributors, Inc. (BOSTON MA)

MA

05/17/2013 - 11/06/2019

NATIXIS DISTRIBUTION, L.P. (BOSTON MA)

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Licenses & Designations

BC

Issued 04/15/2014

Series 24 - General Securities Principal Examination

BC

Issued 06/11/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/07/2014

Series 7 - General Securities Representative Examination

BC

Issued 05/16/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alice Lin.
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