linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Mark Angelo Bernegger

BCW Securities LLC

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

About Mark Angelo Bernegger

Mark Angelo Bernegger is a financial professional with over 15 years of experience in the securities industry. Mark is a registered representative and principal with BCW Securities LLC and has held positions at other firms, including Summit Real Estate Investments, LLC. Mark is licensed in numerous states, including Connecticut, New York, and Texas, and holds several professional licenses, including Series 7, Series 24, and Series 63. Mark has a diverse background in the securities industry, including experience in investment banking and operations. Mark is committed to providing clients with high-quality financial advice and services.

Firm Information

Mark Bernegger is currently registered with BCW Securities LLC. BCW Securities LLC is a Limited Liability Company formed in May 2007. The firm is registered with the SEC and in 17 states, including California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, and Washington.

Not reported

Assets Under Management

Not reported

Total Clients

36

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.

Mark Bernegger’s Registration & Firm History

CT

02/05/2008 - Present

BCW Securities LLC (WESTPORT CT)

TX

02/23/2007 - 08/06/2007

SUMMIT REAL ESTATE INVESTMENTS, LLC (AUSTIN TX)

Not sure if Mark Angelo Bernegger is right for you?

Licenses & Designations

BC

Issued 03/22/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 11/16/2007

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/22/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Angelo Bernegger.
Not sure if Mark Angelo Bernegger is right for you?