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Todd Lawrence Berwick

Fmsbonds, Inc.

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About Todd Lawrence Berwick

Todd Berwick is a financial professional with over 30 years of experience in the securities industry. Todd is currently registered with Fmsbonds, Inc. and holds licenses for Series 7, Series 52TO, and Series 63. Todd has a broad range of experience and is licensed in 39 states across the U.S.

Firm Information

Todd Berwick 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.

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Todd Berwick’s Registration & Firm History

FL

12/17/1985 - Present

Fmsbonds, Inc. (BOCA RATON FL)

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Licenses & Designations

BC

Issued 07/30/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Todd Lawrence Berwick. Review regulatory record here.
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