Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Warren Rishel is a financial advisor registered with Osaic Wealth, Inc. located in NEW BERN, NC. Jay has over 16 years of experience in the financial services industry and holds several licenses and certifications, including Series 6, 7, 26, 63, and the SIE. Jay has been a registered representative with Triad Advisors LLC, Jackson National Life Distributors LLC, and currently with Osaic Wealth, Inc.. Jay specializes in providing financial planning and investment management services to individuals, businesses, and charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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NC
08/23/2024 - Present
Osaic Wealth, Inc. (NEW BERN NC)
NC
08/04/2020 - 08/23/2024
TRIAD ADVISORS LLC (NEW BERN NC)
CO
09/27/2007 - 08/04/2020
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
BC
Issued 12/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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