Unclaimed
Leslie Checkman is a financial advisor who has been in the industry since 1996. Leslie is currently registered with MFS Fund Distributors, Inc. in Boston, MA. Leslie has been registered with MFS Fund Distributors, Inc. since 11/10/2015. Leslie has also previously been registered with NGAM DISTRIBUTION, L.P., Fidelity Investments Institutional Services Company, Inc., and Putnam Mutual Funds Corp. Leslie holds the following licenses: Series 6, Series 26, Series 63, and SIE.
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
11/10/2015 - Present
MFS Fund Distributors, Inc. (BOSTON MA)
MA
06/20/2006 - 10/06/2015
NGAM DISTRIBUTION, L.P. (BOSTON MA)
RI
02/16/1996 - 12/08/2004
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
09/22/1994 - 01/20/1996
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
BC
Issued 02/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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