Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Elijah Wentler is a registered representative with Charles Schwab & Co., Inc. Casey has been in the financial services industry since 1996. Casey has Series 3, 7, 9, 10, 63 and 66 licenses and is also a registered investment advisor in Colorado. Casey has been with Charles Schwab & Co., Inc. since 1995. Casey is also a registered representative with OPTIONSXPRESS, INC. from 2014 to 2017. Casey's areas of expertise include financial planning and selection of other advisors. Casey is a registered representative in California and Colorado.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
03/02/2016 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
11/26/2014 - 11/10/2017
OPTIONSXPRESS, INC. (Lone Tree CO)
BOTH
Issued 03/02/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/02/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2014
Series 3 - National Commodity Futures Examination
BC
Issued 12/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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