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William Curran Smith

MFS Fund Distributors, Inc.

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About William Curran Smith

William Curran Smith is a financial advisor with over 10 years of experience in the industry. He is currently registered with MFS Fund Distributors, Inc. in Boston, Massachusetts and has a Series 7, 24, and 63 license. William is registered with the Securities and Exchange Commission and is a member of FINRA.

Firm Information

William Smith 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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William Smith’s Registration & Firm History

MA

11/15/2013 - Present

MFS Fund Distributors, Inc. (BOSTON MA)

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Licenses & Designations

BC

Issued 12/12/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/04/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Curran Smith.
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