Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Schlosser is a financial advisor with Avantax Investment Services, Inc. Jay has been in the financial services industry since September 15, 2014 and has a Series 6, Series 63 and SIE license. Jay's experience is in Investment Company Products/Variable Contracts. Jay is registered in Virginia.
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.
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.
1
2
TX
09/16/2014 - Present
Avantax Investment Services, Inc. (DALLAS TX)
BC
Issued 10/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jay Schlosser is the right advisor for you? Invested Better is here to help.
