Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Kleiner is an investment advisor representative registered with Schwab Wealth Advisory, Inc.. Casey has been in the industry since July 28, 2020, and is currently registered in Arizona and Texas. Casey has a Series 66 and Series 63 license, and has passed the Series 7TO and SIE exams. Casey is a Certified Financial Planner and holds a Bachelor's Degree in Finance from Arizona State University.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
AZ
09/13/2022 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
BOTH
Issued 05/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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