Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Moschel is a financial advisor with over 30 years of experience in the industry. Barry has been registered with the Securities and Exchange Commission (SEC) since 1985 and is currently associated with Osaic Wealth, Inc. Barry is a Chartered Financial Consultant and holds several industry licenses and certifications, including the Series 7, Series 6, and Series 66. Barry is a registered representative in several states. Prior to joining Osaic Wealth, Inc., Barry was with Woodbury Financial Services, Inc. and AXA Advisors, LLC. Barry provides financial planning, portfolio management, and other financial services to individuals, families, 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.
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2
IL
09/24/2024 - Present
Osaic Wealth, Inc. (OAKBROOK TERRACE IL)
IL
08/25/2006 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKBROOK TERRACE IL)
IL
06/01/2005 - 09/01/2006
AXA ADVISORS, LLC (OAK BROOK IL)
NY
11/11/1985 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 03/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/08/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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