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Todd Benway

National Financial Services LLC

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About Todd Benway

Todd Benway is a financial advisor with over 20 years of experience in the industry. Todd is currently registered with National Financial Services LLC. Todd has a broad range of experience with various financial products and services including investment company products, variable contracts, and securities. Todd has held past positions with firms including Fidelity Investments Institutional Services Company, Inc., Pyramis Distributors Corporation LLC, John Hancock Funds, LLC, John Hancock Distributors LLC, and Signator Investors, Inc.

Firm Information

Todd Benway is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

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.

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Todd Benway’s Registration & Firm History

RI

03/29/2019 - Present

National Financial Services LLC (SMITHFIELD RI)

RI

05/12/2016 - 02/28/2019

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

RI

01/13/2009 - 05/12/2016

PYRAMIS DISTRIBUTORS CORPORATION LLC (SMITHFIELD RI)

RI

10/17/2008 - 01/30/2009

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

MA

02/13/2003 - 09/18/2008

JOHN HANCOCK FUNDS, LLC (BOSTON MA)

MA

10/04/2004 - 06/06/2006

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

MA

03/06/1998 - 05/23/2006

SIGNATOR INVESTORS, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 07/09/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/18/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/1999

Series 7 - General Securities Representative Examination

BC

Issued 03/04/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Todd Benway.
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