Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Stephen Millson is a financial advisor with over 40 years of experience in the industry. Barry is currently registered with Osaic Wealth, Inc. Barry has previously worked with Woodbury Financial Services, Inc., Questar Capital Corporation, Royal Alliance Associates, Inc., 1717 Capital Management Company, Mariner Financial Services, Inc., Chubb Securities Corporation, and PML Securities Company. Barry is also a Certified Financial Planner and a Chartered Financial Consultant.
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
KY
01/19/2024 - Present
Osaic Wealth, Inc. (FLORENCE KY)
KY
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (FLORENCE KY)
KY
05/24/1999 - 03/01/2019
QUESTAR CAPITAL CORPORATION (FLORENCE KY)
AZ
09/22/1997 - 05/26/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
DE
12/21/1995 - 09/08/1997
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
FL
06/28/1990 - 12/05/1995
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
IN
10/14/1983 - 05/11/1990
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
NA
02/17/1982 - 10/19/1983
PML SECURITIES COMPANY
IA
Issued 12/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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