Eric Schell
Professional Summary
Eric Schell, who also goes by Eric William Schell, was a registered financial advisor. Eric was a previously registered financial professional and started their career in finance 2019 - 2023. Eric had worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Eric William Schell
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Contact Information
No current employment
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Years of Experience
7 years in the financial services industry
Current & Past Employments
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Current Firm
JACKSON NATIONAL LIFE DISTRIBUTORS LLC | JACKSON NATIONAL LIFE DISTRIBUTORS, INC.
Contact Information
Main Address
300 Innovation Dr, Franklin, TN 37067Mailing Address
300 Innovation Dr, Franklin, TN 37067Phone Number
(800) 565-9044Established
Delaware since 05/31/2006Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
LargeFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| JACKSON NATIONAL LIFE INSURANCE COMPANY | OWNER | — |
| ASHIOTOU, MARINA | DIRECTOR | 8157690 |
| BINIORIS, SAVVAS PANAGIOTIS | DIRECTOR | 6314984 |
| BIRETTO, MERCEDES PIERCE | SVP, DISTRIBUTION TECHNOLOGY & SUPPORT | 2471275 |
| BUTLER, ROBERT K | HEAD OF SALES | 4416717 |
| CHILDS, GARETT JAMES | DIRECTOR | 6288054 |
| CRANMORE, HILARY RAE | DIRECTOR | 4880665 |
| KAISER, HEIDI LYNN | SENIOR VICE PRESIDENT AND GENERAL COUNSEL | 3001204 |
| LEMIEUX, MATTHEW CRAIG | HEAD OF PRODUCT & ADVANCED PLANNING SOLUTIONS | 6562990 |
| LOWRY, KRISTINE MARIE | VICE PRESIDENT, FINOP AND CONTROLLER | 4168279 |
| LUPTON, RYAN DAVID | CHIEF COMPLIANCE OFFICER | 4822827 |
| NICOLARSEN, BRIAN S | HEAD OF DISTRIBUTION ENABLEMENT | 5097901 |
| REED, ALISON RUSS | EXECUTIVE VICE PRESIDENT, HEAD OF DISTRIBUTION | 3241221 |
| SWARD, BRIAN RAYMOND | HEAD OF CHANNEL DEVELOPMENT | 4092846 |
Disclosures
Arbitration
2Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2019About the Series 6TO examSimilar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
