Individual Firm
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BARRY JOSEPH MARSOLAIS
CRD#: 1092696
IA
B
MONEY CONCEPTS ADVISORY SERVICECRD#: 12963 Port St. Lucie, FL
0
Disclosures
42
Years of Experience
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State Registrations
B
California 5/24/2021
B
Georgia 10/20/2014
B
Connecticut 9/5/2014
B
Massachusetts 4/16/2014
B
Florida 10/20/2014
B
New Hampshire 5/29/2014
IA
Florida 11/2/2023
B
New Jersey 10/21/2014
SRO Registrations
B
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IA
Registered with this firm since 4/25/2014
B
Registered with this firm since 4/15/2014
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 01/22/2003 - 03/27/2014 | DANVERS, MA | |
B | 05/22/2001 - 03/27/2014 | SPRINGFIELD, MA | |
IA | 08/10/2004 - 11/28/2006 | LYNNFIELD, MA | |
IA | 10/27/2001 - 12/31/2004 | DANVERS, MA | |
B | 10/27/2000 - 05/22/2001 | LYNNFIELD, MA | |
B | 01/09/1997 - 10/23/2000 | BELLEAIRE BEACH, FL | |
B | 02/09/1993 - 01/27/1997 | LYNNFIELD, MA | |
B | 10/23/1987 - 02/04/1993 | BELLEAIRE BEACH, FL | |
B | 09/29/1983 - 11/16/1987 | BOSTON, MA | |
B | 02/08/1983 - 09/13/1983 | ||
B | 05/17/1983 - 09/03/1983 |
LYNNFIELD, MA
08/10/2004 - 11/28/2006
DANVERS, MA
10/27/2001 - 12/31/2004
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.