Unclaimed
William Hall Boardman is a financial professional registered with Foreside Fund Services, LLC. William has been in the industry since September 4, 2018, and holds the Series 6, Series 7TO, Series 63, and SIE licenses. William is registered with the Securities and Exchange Commission and in all 52 states. William previously worked at MFS FUND DISTRIBUTORS, INC. from April 18, 1995, to February 11, 1998.
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.
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2
MA
07/02/2021 - Present
Foreside Fund Services, LLC (BOSTON MA)
MA
04/18/1995 - 02/11/1998
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 10/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/08/2021
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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