Unclaimed
William Brewster Blackall has been in the financial services industry since January 22, 1998. William is currently registered with MFS Fund Distributors, Inc. and holds Series 6, 7, 26, and 63 licenses. William's previous experience includes roles at CUNA Brokerage Services, Inc., MBSC Securities Corporation, Natixis Distributors, L.P., Lincoln Financial Distributors, Inc., Fidelity Investments Institutional Services Company, Inc., Columbia Management Distributors, Inc., BACAP Distributors, LLC, and Putnam Retail Management Limited Partnership.
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
05/08/2023 - Present
MFS Fund Distributors, Inc. (BOSTON MA)
IA
08/20/2018 - 06/03/2021
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NY
07/21/2010 - 03/20/2017
MBSC SECURITIES CORPORATION (NEW YORK NY)
MA
04/08/2010 - 06/18/2010
NATIXIS DISTRIBUTORS, L.P. (BOSTON MA)
PA
01/24/2007 - 05/11/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
RI
01/09/2006 - 09/12/2006
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
08/20/2005 - 12/02/2005
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
NC
07/26/2005 - 08/20/2005
BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)
MA
02/12/1992 - 06/01/2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
BC
Issued 01/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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