Unclaimed
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.
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
11/15/2013 - Present
MFS Fund Distributors, Inc. (BOSTON MA)
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
Active
Inactive
F
FINRA
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