Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay James Patneaude is a registered representative of Charles Schwab & Co., Inc. and has been in the financial industry since 2000. Jay James Patneaude is licensed to provide investment advice in multiple states including Nebraska, Texas and many others. Jay James Patneaude is also licensed to provide investment advice at the following Charles Schwab & Co., Inc. branch offices: Lincoln, NE and Omaha, NE.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NE
01/02/2019 - Present
Charles Schwab & CO., Inc. (Lincoln NE)
CO
07/06/2000 - 06/09/2008
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
BOTH
Issued 03/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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