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Meghan M Wilkes

MFS Fund Distributors, Inc.

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About Meghan M Wilkes

Meghan Wilkes is a financial advisor with MFS Fund Distributors, Inc., based in Boston, MA. Meghan has been in the securities industry since 2006 and has a strong track record of providing investment advice to clients. Meghan holds Series 6 and Series 63 securities licenses.

Firm Information

Meghan Wilkes 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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Meghan Wilkes’s Registration & Firm History

MA

09/18/2014 - Present

MFS Fund Distributors, Inc. (BOSTON MA)

CT

02/29/2008 - 07/20/2011

HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (SIMSBURY CT)

MA

10/02/2007 - 02/29/2008

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

MA

12/20/2006 - 09/10/2007

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)

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Licenses & Designations

BC

Issued 03/19/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/18/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Meghan M Wilkes.
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