Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen MacDonald is a financial professional with over 25 years of experience in the financial services industry. Stephen is currently registered with MFS Fund Distributors, Inc. in Boston, Massachusetts. Stephen has held previous positions at Fulcrum Financial Advisors, Inc. and New England Securities. Stephen holds the Series 6, Series 26, Series 51 and SIE licenses and is a registered representative of MFS Fund Distributors, Inc.
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
03/17/2000 - Present
MFS Fund Distributors, Inc. (BOSTON MA)
MA
07/27/1999 - 10/09/2000
FULCRUM FINANCIAL ADVISORS, INC. (BOSTON MA)
NY
08/18/1995 - 03/21/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 04/01/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/24/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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