Unclaimed
Jason Coupal is a registered representative at MFS Fund Distributors, Inc. in Boston, Massachusetts. Jason has been in the financial services industry since November 2021. Jason holds Series 63, Series 7TO, SIE and Series 24 licenses and is registered in Massachusetts. Prior to joining MFS Fund Distributors, Inc., Jason was with Fidelity Brokerage Services LLC in Smithfield, Rhode Island.
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
03/30/2023 - Present
MFS Fund Distributors, Inc. (BOSTON MA)
RI
11/24/2021 - 03/27/2023
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 12/06/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2023
Series 24 - General Securities Principal Examination
BC
Issued 11/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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