Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry L. Moss is a financial advisor registered with SPC and has been in the industry since 1998. Barry L. Moss is a CERTIFIED FINANCIAL PLANNER™ professional and has been registered with Lincoln Investment, Sammons Securities Company, LLC, and Raymond James & Associates, Inc. in the past. Barry L. Moss is registered in Florida and Georgia and has a Series 7, Series 66, and SIE licenses. Barry L. Moss specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Barry L. Moss is also licensed as an insurance agent.
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.
Consultation 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.
Seminar attendance fees
1
2
FL
05/01/2017 - Present
SPC (Holiday FL)
FL
08/04/2015 - 04/24/2017
LINCOLN INVESTMENT (LUTZ FL)
FL
11/14/2003 - 10/04/2013
SAMMONS SECURITIES COMPANY, LLC (HOLIDAY FL)
FL
12/19/2000 - 11/14/2003
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 01/03/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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