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Franz Alwin Berdugo

BCI Securities, Inc.

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About Franz Alwin Berdugo

Franz Berdugo is a financial advisor with over 10 years of experience in the financial services industry. Franz currently works at BCI Securities, Inc. where he is registered as a Registered Representative. Franz previously worked at Safra Securities LLC, Morgan Stanley, and Citigroup Global Markets Inc. Franz holds Series 7, Series 63, Series 66, and SIE licenses. Franz specializes in providing financial advice to corporations, businesses, and individuals.

Firm Information

Franz Berdugo is currently registered with BCI Securities, Inc.. BCI Securities, Inc. is a corporation formed in July 2011, headquartered in Miami, Florida. The firm provides investment advisory services, including portfolio management for individuals, businesses, and investment companies. They also offer selection of other advisors services. BCI Securities is registered with the SEC and in 23 states. They currently manage approximately $320,999,438 in assets for clients.
BCI Securities, Inc.

1450 BRICKELL AVENUE

MIAMI, FL 33131

$321.00M

Assets Under Management

Not reported

Total Clients

42

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Franz Berdugo’s Registration & Firm History

FL

05/23/2024 - Present

BCI Securities, Inc. (Doral FL)

FL

02/16/2023 - 05/21/2024

SAFRA SECURITIES LLC (AVENTURA FL)

FL

05/12/2017 - 11/17/2022

MORGAN STANLEY (Miami FL)

FL

05/15/2014 - 05/19/2017

CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)

FL

10/14/2013 - 04/24/2014

SCOTTRADE, INC. (MIAMI FL)

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Licenses & Designations

BOTH

Issued 09/12/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/27/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/14/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Franz Alwin Berdugo.
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