Unclaimed
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.
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
02/03/1999 - Present
MFS Fund Distributors, Inc. (BOSTON MA)
CT
11/27/1996 - 01/29/1999
WRIGHT INVESTORS' SERVICE DISTRIBUTORS, INC. (SHELTON CT)
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
Active
Inactive
F
FINRA
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