Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernadine? Claim Your ProfileBernadine Kirian is a financial advisor with Osaic Wealth, Inc. based in Tiffin, Ohio. Bernadine has been in the financial services industry since 2008. She is a registered representative with FINRA and holds Series 6, 7, and 63 licenses. She is also a licensed insurance agent. Bernadine specializes in financial planning, portfolio management, and pension consulting. Bernadine has experience working with a variety of clients, including individuals, families, and businesses. She is committed to providing her clients with personalized financial advice and guidance to help 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
OH
11/02/2018 - Present
Osaic Wealth, Inc. (TIFFIN OH)
OH
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (TIFFIN OH)
OH
09/01/2008 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (TIFFIN OH)
BC
Issued 03/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/29/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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