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Rosalie Janise Paul

Corebridge Capital Services, Inc.

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About Rosalie Janise Paul

Rosalie Janise Paul is a financial advisor with over 27 years of experience in the financial services industry. Rosalie is currently registered with Corebridge Capital Services, Inc. and Valic Financial Advisors, Inc. in Texas. Prior to joining these firms, Rosalie has also worked with Zions Direct, Inc., Amegy Investments, Inc., American General Securities Incorporated, UBS Financial Services Inc., WM Financial Services, Inc., Bank United Securities Corp. and Touchstone Securities, Inc. Rosalie holds Series 6, 7, 24, 26, 63 and SIE licenses.

Firm Information

Rosalie Paul is currently registered with Corebridge Capital Services, Inc.. Corebridge Capital Services, Inc. is a corporation formed in November 1982 and is registered in all 50 states plus the District of Columbia and Puerto Rico. The firm is also registered with the Securities and Exchange Commission (SEC).

Not reported

Assets Under Management

Not reported

Total Clients

273

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Rosalie Paul’s Registration & Firm History

TX

10/26/2020 - Present

Corebridge Capital Services, Inc. (HOUSTON TX)

UT

06/02/2016 - 12/31/2019

ZIONS DIRECT, INC. (SALT LAKE CITY UT)

TX

01/25/2005 - 06/14/2016

AMEGY INVESTMENTS, INC. (HOUSTON TX)

AZ

08/21/2003 - 01/25/2005

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

NJ

08/30/2002 - 07/30/2003

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

CA

04/01/2001 - 07/30/2001

WM FINANCIAL SERVICES, INC. (IRVINE CA)

TX

01/09/1995 - 04/01/2001

BANK UNITED SECURITIES CORP. (HOUSTON TX)

OH

03/23/1992 - 12/17/1993

TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)

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Licenses & Designations

BC

Issued 04/30/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/08/1996

Series 24 - General Securities Principal Examination

BC

Issued 09/17/1992

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/1995

Series 7 - General Securities Representative Examination

BC

Issued 03/04/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rosalie Janise Paul.
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