Unclaimed
Barney Howard Moore is an investment advisor representative at Equitable Advisors, LLC. Barney has over 19 years of experience in the financial services industry. Barney's registrations are currently active in 24 states and the District of Columbia, with a primary office in Waukesha, WI. Previously, Barney worked at NYLIFE Securities LLC and American Family Securities, LLC. Barney specializes in financial planning, pension consulting and portfolio management for individuals and businesses.
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
WI
01/28/2009 - Present
Equitable Advisors, LLC (WAUKESHA WI)
WI
06/28/2007 - 01/14/2009
NYLIFE SECURITIES LLC (MILWAUKEE WI)
OH
06/09/2003 - 06/05/2006
AMERICAN FAMILY SECURITIES, LLC (COLUMBUS OH)
IA
Issued 03/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2010
Series 24 - General Securities Principal Examination
BC
Issued 07/08/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/06/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Barney Moore is the right advisor for you? Invested Better is here to help.