Denise
Bernardi

Fsc Securities Corporation

CRD#1779824
Investment Advisor
in Bonita Springs, FL
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About this Advisor

Denise Bernardi is a financial advisor operating in Bonita Springs, Florida, who has been in the industry for 19 years. Bernardi is an advisor for Fsc Securities Corporation. They have been with Fsc Securities Corporation for their entire career. Bernardi has Series 63 and Series 66 licenses, qualifying them as a securities broker, and can advise clients in Florida and Maryland. Fsc Securities Corporation is a company that has its headquarters in Bonita Springs, Florida. The company has offices in 466 locations and a total of 1,740 employees. It has $8 billion in assets under management among its 34,655 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 74 charities and foundations. Of its 34,655 customer accounts, just 14% belong to high-net-worth individuals who have more than $1 million in assets. Fsc Securities Corporation has a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules largely vary depending on which service is offered. However, fees charged by Fsc Securities Corporation can include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

Bonita Springs, FL

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Fsc Securities Corporation Brokerage Details

Total Assets Under Management

$8,223,701,222

FL Average: $3,570,121,308
Total Number of Employees

1,602

FL Average: 58
Total Number of Accounts

38,866

FL Average: 1,608
Average Account Size

$211,591

FL Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Denise Bernardi Work History

Denise has 19 years of experience.

1999 - Present (20 years)

Fsc Securities Corporation

Disclosures

Denise Bernardi has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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