linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Bernard Anthony Costello

Fmsbonds, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Bernard? Claim Your Profile

About Bernard Anthony Costello

Bernard Anthony Costello is a financial professional with over 25 years of experience in the industry. Bernard has a wide range of experience having worked at firms including Morgan Stanley & Co. LLC, Barclays Capital Inc., Citigroup Global Markets Inc., and Salomon Brothers Inc.. Bernard is currently registered with Fmsbonds, Inc. and holds several licenses including Series 3, 7, 24, 52, 53, 55, 57, and 63. Bernard is registered in all 50 states and the District of Columbia.

Firm Information

Bernard Costello is currently registered with Fmsbonds, Inc.. Fmsbonds, Inc. is a Corporation that was formed on August 11, 1978. They are registered to provide investment services in 52 states and the District of Columbia, and have been approved for SEC registration. Fmsbonds, Inc. has been involved in 11 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

72

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Bernard Costello’s Registration & Firm History

FL

02/02/2023 - Present

Fmsbonds, Inc. (BOCA RATON FL)

NY

07/09/2015 - 03/02/2023

MORGAN STANLEY & CO. LLC (NEW YORK NY)

NY

07/29/2010 - 04/20/2015

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

10/30/1996 - 08/09/2010

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

11/29/1997 - 09/01/1998

SALOMON BROTHERS INC. (NEW YORK NY)

Not sure if Bernard Anthony Costello is right for you?

Licenses & Designations

BC

Issued 01/23/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/11/2016

Series 24 - General Securities Principal Examination

BC

Issued 04/29/2011

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/11/2000

Series 3 - National Commodity Futures Examination

BC

Issued 10/11/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bernard Anthony Costello.
Not sure if Bernard Anthony Costello is right for you?