Unclaimed
Timothy Oconnell is a financial advisor with MFS Fund Distributors, Inc. Timothy has been in the financial services industry since 1999. Timothy has a Series 6, 7, 24, 26, 51, and 63. Timothy is registered in 53 states and the District of Columbia. Timothy is based in Boston, MA.
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.
1
2
MA
06/22/2004 - Present
MFS Fund Distributors, Inc. (BOSTON MA)
MA
10/22/1998 - 10/30/2003
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 06/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2012
Series 24 - General Securities Principal Examination
BC
Issued 09/28/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/16/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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