Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Minsker is a financial advisor at Osaic Wealth, Inc. Barry has over 20 years of experience in the financial services industry. Barry has been registered with the Securities and Exchange Commission (SEC) since 2001 and holds a Series 66 license. Barry also holds a Series 7 and a SIE license. Barry provides financial planning, portfolio management, and other services to individual investors and small businesses. Barry is a Certified Financial Planner (CFP). Barry is also registered as an Investment Advisor Representative (IAR) in Minnesota and Texas. Barry has a strong commitment to helping his clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MN
06/14/2024 - Present
Osaic Wealth, Inc. (BURNSVILLE MN)
MN
12/18/2023 - 06/14/2024
SECURITIES AMERICA, INC. (BURNSVILLE MN)
MN
02/14/2018 - 12/21/2023
LPL FINANCIAL LLC (SAINT PAUL MN)
MN
07/18/2008 - 02/14/2018
SII INVESTMENTS, INC. (BLOOMINGTON MN)
MN
08/08/2003 - 08/02/2008
SECURITIES AMERICA, INC. (EAGAN MN)
NY
05/14/2001 - 08/08/2003
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 05/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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