Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Ray is a financial professional with over 40 years of experience in the financial services industry. Barbara has a strong background in investment advisory services, financial planning, and tax preparation. She has held various roles in the industry, including a Registered Representative with FSC Securities Corporation, Associated Planners Securities Corporation, and Pruco Securities Corporation. Barbara is currently associated with Osaic Wealth, Inc. Barbara holds several professional designations, including the Certified Financial Planner (CFP) designation.
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
TX
11/03/2023 - Present
Osaic Wealth, Inc. (HOUSTON TX)
TX
12/07/1987 - 11/03/2023
FSC SECURITIES CORPORATION (HOUSTON TX)
NA
01/21/1986 - 12/11/1987
ASSOCIATED PLANNERS SECURITIES CORPORATION
NA
04/22/1983 - 12/22/1986
PRUCO SECURITIES CORPORATION
NA
10/17/1984 - 01/24/1986
LOWRY FINANCIAL SERVICES CORPORATION
BC
Issued 04/25/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/27/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
BC
Issued 04/11/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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