Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Robert Moore is a financial advisor with over 36 years of experience in the financial services industry. Barry is currently registered with Osaic Wealth, Inc. in Birmingham, Alabama. Prior to joining Osaic Wealth, Inc. Barry was with Securities America, Inc. in Birmingham, Alabama. Barry is a Series 6 and Series 63 licensed professional. Barry's specializations include: Financial Planning, Pension Consulting, Educational Seminars, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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
AL
06/14/2024 - Present
Osaic Wealth, Inc. (Birmingham AL)
AL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Birmingham AL)
WA
01/05/2016 - 07/17/2020
INVESTACORP, INC. (SEATTLE WA)
WA
06/07/2006 - 12/31/2015
NFP ADVISOR SERVICES, LLC (SEATTLE WA)
CO
09/24/2004 - 06/08/2006
THE LEADERS GROUP, INC. (LITTLETON CO)
UT
04/23/2003 - 09/08/2004
ZIONS INVESTMENT SECURITIES, INC. (SALT LAKE CITY UT)
CA
06/04/2001 - 04/17/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
06/06/2001 - 10/23/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
07/01/1999 - 01/09/2002
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
UT
08/12/1994 - 07/01/1999
FIRST SECURITY INVESTOR SERVICES, INC. (SALT LAKE CITY UT)
CA
01/08/1991 - 08/11/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NA
07/15/1987 - 11/27/1990
G. R. PHELPS & CO., INC.
BC
Issued 07/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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