Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann marie? Claim Your ProfileAnn marie Costello is a financial advisor with MFS Fund Distributors, Inc. Ann marie has been in the financial industry since December 30, 2000. Ann marie is a registered representative in 53 states. Ann marie holds Series 6, 7, 22, 24 and 63 licenses. Ann marie is also a Registered Principal. Ann marie is based in Boston, MA.
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.
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MA
05/10/2001 - Present
MFS Fund Distributors, Inc. (BOSTON MA)
MA
11/24/2000 - 04/03/2001
PUTNAM RETAIL MANAGEMENT, INC. (BOSTON MA)
BC
Issued 12/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/04/2004
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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