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Andrew Orman Washburn

MFS Fund Distributors, Inc.

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About Andrew Orman Washburn

Andrew Washburn is a registered representative with MFS Fund Distributors, Inc. in Boston, MA. Andrew has been in the industry since September 28, 1991. Andrew is licensed to sell securities in Massachusetts. Andrew has passed several industry exams, including Series 6, Series 7, Series 24, and Series 63, as well as the SIE exam. Andrew has previously been associated with State Street Global Markets, LLC, Riversource Distributors, Inc., Ameriprise Financial Services, Inc., IDS Life Insurance Company, Putnam Retail Management, Inc., and MFS Financial Services, Inc.

Firm Information

Andrew Washburn 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 Washburn’s Registration & Firm History

MA

04/12/2013 - Present

MFS Fund Distributors, Inc. (BOSTON MA)

MA

09/01/2008 - 03/19/2013

STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)

MN

07/27/2006 - 05/01/2007

RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)

MN

01/31/2001 - 04/20/2007

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

07/23/2001 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

01/31/2001 - 05/01/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MA

08/12/1997 - 01/09/2001

PUTNAM RETAIL MANAGEMENT, INC. (BOSTON MA)

MA

12/06/1994 - 04/18/1997

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

MA

12/21/1989 - 12/31/1994

MFS FINANCIAL SERVICES, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 12/12/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/29/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/2001

Series 7 - General Securities Representative Examination

BC

Issued 12/20/1989

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 Orman Washburn.
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