Unclaimed
Thomas Michael Montagna is a registered representative with MFS Fund Distributors, Inc. Thomas has been in the securities industry since July 16, 2023. Thomas holds the Series 63, Series 6TO, Series 7TO and SIE licenses. Thomas is registered in 53 states.
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
07/17/2023 - Present
MFS Fund Distributors, Inc. (BOSTON MA)
BC
Issued 08/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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