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Charuda Upatham-costello

MFS Fund Distributors, Inc.

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About Charuda Upatham-costello

Charuda Upatham-costello is a financial professional with over 26 years of experience in the industry. Charuda is currently registered with MFS Fund Distributors, Inc. and holds the Series 6, Series 27, Series 99TO, and SIE licenses. Previously, Charuda was affiliated with PIONEER FUNDS DISTRIBUTOR, INC. from 1994 to 1996. Charuda has been active in the Boston, MA area.

Firm Information

Charuda Upatham-costello 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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Charuda Upatham-costello’s Registration & Firm History

MA

06/22/2007 - Present

MFS Fund Distributors, Inc. (BOSTON MA)

MA

11/10/1994 - 05/30/1996

PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 06/21/2007

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charuda Upatham-costello.
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