Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Home
About
- Mission Statement
- Team
Retirement Income Planning
Professional Athletes and Coaches
- Professional Athletes & Coaches
- Barry Presenting His Plan for NFL Players
Family Governance
Resources

Want to be Smarter With Your Money?

Join our mailing list and get news and info to support your financial goals.

First Name

Last Name

Email

Address

Thank you! Oops!

Bulls and Bears...

Barry Robert Ozer

August 23, 2024

Contact

Office: (980) 256-3766

Mobile: (704) 607-6937

7401 Carmel Executive Park Drive

Suite 101

Charlotte, NC 28226

Series 7, 31 & 66 NC Insurance, Long Term Care & Medicare

b.ozer@magnoliacapitalpartners.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY . No offers may be made or accepted from any resident outside the specific state(s) referenced.