Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Craig is a financial advisor with Osaic Wealth, Inc., a firm specializing in financial planning and investment management. Barry's career in the financial services industry began in 2015, and he has experience working with individual clients, businesses, and charitable organizations. Barry holds Series 6 and 63 securities licenses as well as a Series 65 investment advisor license. Barry currently practices in Milwaukee and has previously worked with Mutual of Omaha Investor Services. He is committed to providing comprehensive financial advice to his clients and helping them 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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2
WI
06/14/2024 - Present
Osaic Wealth, Inc. (PEWAUKEE WI)
WI
04/11/2022 - 06/14/2024
SECURITIES AMERICA, INC. (NEW BERLIN WI)
WI
04/08/2015 - 04/21/2022
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (NEW BERLIN WI)
IA
Issued 10/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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