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Andrew Frank Osvald

MFS Fund Distributors, Inc.

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About Andrew Frank Osvald

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.

Firm Information

Andrew Osvald 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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Andrew Osvald’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Frank Osvald.
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