Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Roderick is a financial advisor in Orlando, Florida. Barry is a registered representative of Equitable Advisors, LLC and has been in the industry for over 25 years. Barry has worked for several firms throughout his career, including AXA Advisors, LLC, The Equitable Life Assurance Society of the United States, Metropolitan Life Insurance Company, MetLife Securities Inc., Securian Financial Services, Inc., and LPL Financial LLC. Barry has a wide range of experience in financial planning, investment management, and insurance. Barry is committed to helping clients achieve their financial goals.
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
FL
02/06/2025 - Present
Equitable Advisors, LLC (ORLANDO FL)
FL
02/18/2016 - 01/28/2017
LPL FINANCIAL LLC (LAKE MARY FL)
FL
10/21/2009 - 12/11/2015
SECURIAN FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
06/27/2005 - 09/21/2009
METLIFE SECURITIES INC. (ORLANDO FL)
FL
06/27/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ORLANDO FL)
NY
03/13/1995 - 06/23/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
03/13/1995 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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