Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Chart Grundfast is a financial advisor with over 12 years of experience in the industry. David currently works for MFS Fund Distributors, Inc. and is registered with FINRA and the state of Massachusetts. David has passed the Series 6, 7, 24 and SIE exams. David previously worked at Putnam Retail Management Limited Partnership.
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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2
MA
06/29/2016 - Present
MFS Fund Distributors, Inc. (BOSTON MA)
MA
06/23/2008 - 04/06/2015
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
BC
Issued 07/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/20/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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