Unclaimed
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.
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
MA
06/22/2007 - Present
MFS Fund Distributors, Inc. (BOSTON MA)
MA
11/10/1994 - 05/30/1996
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
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
Active
Inactive
F
FINRA
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