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Vincent Montgomery Montavon

MFS Fund Distributors, Inc.

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About Vincent Montgomery Montavon

Vincent Montgomery Montavon is a financial advisor at MFS Fund Distributors, Inc. Vincent has been in the industry since November 1996 and has a wide range of experience. Vincent has a Series 63, Series 65, Series 24, SIE, and Series 7 license. Vincent has worked with clients in numerous states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Vincent was previously employed at Wright Investors' Service Distributors, Inc.

Firm Information

Vincent Montavon 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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Vincent Montavon’s Registration & Firm History

MA

02/03/1999 - Present

MFS Fund Distributors, Inc. (BOSTON MA)

CT

11/27/1996 - 01/29/1999

WRIGHT INVESTORS' SERVICE DISTRIBUTORS, INC. (SHELTON CT)

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Licenses & Designations

BC

Issued 01/13/1997

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/11/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/19/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Vincent Montgomery Montavon.
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