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BG

Bernard G Barrow Jr.

Investment Adviser Representative at OSAIC WEALTH, INC.

Maumee, OHCRD #4342383Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
21 yrs
States Registered
18 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 18 states
ArizonaCaliforniaColoradoFloridaGeorgiaIllinoisIndianaMichiganMississippiNevadaNorth CarolinaOhioPennsylvaniaSouth CarolinaTennesseeTexasVirgin IslandsWashington
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/26/2012
Series 63
Uniform Securities Agent State Law Examination
Passed 3/29/2001
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/19/2012

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $5,500

Firm-stated minimum; may be waived at the firm's discretion.

Source

Osaic Wealth, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

OSAIC WEALTH, INC.Current
6/14/2024Maumee, OH
SECURITIES AMERICA ADVISORS, INC.
7/14/20156/14/2024Maumee, OH
FINTEGRA, LLC
3/10/20147/27/2015Maumee, OH
PNC INVESTMENTS
11/27/20123/13/2014Toledo, OH
UBS FINANCIAL SERVICES INC.
2/7/20061/14/2008Sylvania, OH

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bernard G Barrow Jr. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Bernard G Barrow Jr. - Financial Advisor in Maumee, OH | AdvisorFinder