Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Murphy Beksha is a financial advisor with MFS Institutional Advisors Inc.. Patrick has been in the financial industry since 2013 and holds Series 6, 7 and 63 licenses as well as the SIE. Patrick has a background at Putnam Retail Management Limited Partnership as well as MFS Fund Distributors, Inc.. Patrick is a Chartered Financial Analyst (CFA). Patrick is registered to provide investment advisory services in 54 states. MFS Institutional Advisors Inc. provides financial planning, portfolio management, and pension consulting services.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Transfer pricing arrangements with affiliates
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2
MA
10/25/2022 - Present
MFS Institutional Advisors Inc. (BOSTON MA)
MA
08/29/2013 - 02/02/2017
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
BC
Issued 10/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/29/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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