Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernadette? Claim Your ProfileBernadette Arlene Brown is a registered investment advisor representative with Osaic Wealth, Inc. Bernadette has been in the financial industry since 1982. Bernadette is licensed in Florida, North Carolina, Pennsylvania, and Virginia. Bernadette is also a licensed insurance agent. In addition to her current role at Osaic Wealth, Inc., Bernadette has previous experience working at Securities America, Inc., Next Financial Group, Inc., NatCity Investments, Inc., Sunset Financial Services, Inc., Jefferson Pilot Securities Corporation, Polaris Financial Services, Inc., J. T. Moran & Co., Inc., Buttonwood Securities Corporation of Massachusetts, WZW Financial Services, Inc., and Cornerstone Financial Services, Inc. Bernadette has earned the Series 6, Series 22, and Series 63 licenses, as well as the SIE exam.
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
PA
06/14/2024 - Present
Osaic Wealth, Inc. (MOON TOWNSHIP PA)
PA
04/09/2010 - 06/14/2024
SECURITIES AMERICA, INC. (MOON TOWNSHIP PA)
PA
08/18/2005 - 04/09/2010
NEXT FINANCIAL GROUP, INC. (MOON TOWNSHIP PA)
OH
06/07/2005 - 08/04/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
TX
01/25/2005 - 05/11/2005
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
MO
11/19/2003 - 11/22/2004
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IN
07/08/2000 - 12/05/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NH
06/02/1989 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
NA
05/20/1988 - 06/09/1989
J. T. MORAN & CO., INC.
NA
06/17/1985 - 05/20/1988
BUTTONWOOD SECURITIES CORPORATION OF MASSACHUSETTS
NA
03/28/1985 - 06/29/1985
WZW FINANCIAL SERVICES, INC.
NA
07/06/1983 - 12/27/1984
WZW FINANCIAL SERVICES, INC.
NA
04/01/1982 - 07/05/1983
CORNERSTONE FINANCIAL SERVICES, INC.
BC
Issued 04/12/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/31/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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