Unclaimed
Andrew Osvald is a financial advisor with MFS Fund Distributors, Inc., a broker-dealer with its main office in Phoenix, Arizona. Andrew holds the Series 6, 7TO and Series 63 licenses, along with the SIE designation. Andrew is registered to provide investment advisory services in 53 states. Andrew has over 17 years of experience in the financial services industry, beginning with Directed Services LLC in 2006.
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.
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.
1
2
AZ
03/15/2010 - Present
MFS Fund Distributors, Inc. (PHOENIX AZ)
AZ
10/09/2009 - 03/11/2010
AMTRUST INVESTMENT SERVICES, INC. (PHOENIX AZ)
AZ
04/17/2006 - 03/27/2009
DIRECTED SERVICES LLC (PHOENIX AZ)
BC
Issued 05/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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