Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Joseph Marsolais is a financial professional with over 40 years of experience in the industry. Barry has been registered with Money Concepts Capital Corp. since 2014 and holds Series 4, 6, 7, 22, 24, 27, 51, 63, 99TO, and SIE licenses. Barry is a Certified Financial Planner and has held previous registrations with Essex Securities LLC, Investors Capital Corp., Brewster Securities Inc., John Hancock Distributors, Inc., Pruco Securities Corporation, and ReliaStar Financial Marketing Corp. Barry specializes in providing financial planning, portfolio management for individuals and businesses, and general consulting services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
FL
11/02/2023 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
MA
05/22/2001 - 03/27/2014
ESSEX SECURITIES LLC (SPRINGFIELD MA)
MA
10/27/2000 - 05/22/2001
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
FL
01/09/1997 - 10/23/2000
BREWSTER SECURITIES INC. (BELLEAIRE BEACH FL)
MA
02/09/1993 - 01/27/1997
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
FL
10/23/1987 - 02/04/1993
BREWSTER SECURITIES INC. (BELLEAIRE BEACH FL)
MA
09/29/1983 - 11/16/1987
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
NA
02/08/1983 - 09/13/1983
PRUCO SECURITIES CORPORATION
NA
05/17/1983 - 09/03/1983
RELIASTAR FINANCIAL MARKETING CORP.
BC
Issued 08/16/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2018
Series 4 - Registered Options Principal Examination
BC
Issued 06/05/2004
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/31/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/11/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/31/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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