Unclaimed
William Jason Gevov is a financial advisor with over 30 years of experience in the financial services industry. William is currently registered with MFS Fund Distributors, Inc. and holds a Series 6, Series 7TO, and Series 63 license. William has been a registered representative with MFS Fund Distributors, Inc. since December 1994. William previously worked for MFS Financial Services, Inc., Concord Financial Group, Inc., and Planco Financial Services, Inc. William is a licensed financial advisor in California and is actively registered with the Financial Industry Regulatory Authority (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
12/06/1994 - Present
MFS Fund Distributors, Inc. (BOSTON MA)
MA
05/12/1994 - 12/31/1994
MFS FINANCIAL SERVICES, INC. (BOSTON MA)
MD
09/10/1992 - 03/18/1994
CONCORD FINANCIAL GROUP, INC. (BETHESDA MD)
CT
03/31/1989 - 08/04/1992
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
BC
Issued 02/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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