Unclaimed
Jay Patrick Schell is a financial professional with over 16 years of experience in the industry. Jay has a broad background in financial services, having worked for firms such as ProEquities, Inc. and Planco Financial Services, LLC. Currently, Jay is a registered representative of Corebridge Capital Services, Inc. Jay holds several licenses and certifications, including the Series 6, Series 63, and the SIE Exam. Jay is registered in several states, including Michigan, Minnesota, North Dakota, and Wisconsin.
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
CA
05/24/2011 - Present
Corebridge Capital Services, Inc. (WOODLAND HILLS CA)
AL
02/25/2009 - 05/20/2011
PROEQUITIES, INC. (BIRMINGHAM AL)
CT
12/12/2006 - 12/15/2008
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
BC
Issued 01/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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