Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Barrow is an Investment Advisor Representative with Osaic Wealth, Inc., an experienced financial professional with a history of providing investment advisory services to a wide range of clients. Bernard has been in the financial industry since 2001 and has a strong track record of success. Bernard holds several licenses and certifications, including Series 7, Series 63, and Series 66. Bernard is committed to providing personalized financial advice and helping clients achieve their financial goals. Bernard is an active member of the community and is involved in several non-profit organizations.
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.
1
2
OH
06/14/2024 - Present
Osaic Wealth, Inc. (MAUMEE OH)
OH
07/14/2015 - 06/14/2024
SECURITIES AMERICA, INC. (MAUMEE OH)
OH
03/10/2014 - 07/27/2015
FINTEGRA, LLC (MAUMEE OH)
OH
07/20/2012 - 03/13/2014
PNC INVESTMENTS (TOLEDO OH)
OH
11/30/2005 - 01/14/2008
UBS FINANCIAL SERVICES INC. (SYLVANIA OH)
OH
03/27/2001 - 11/30/2005
EDWARD JONES (TOLEDO OH)
BOTH
Issued 11/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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