Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Oberholtzer is a financial professional with Charles Schwab & Co., Inc. Casey holds a Series 7TO, Series 63, and SIE license. Casey is registered with the state of Colorado, and is registered as a Broker Dealer in 51 states. Casey is also licensed to provide financial planning and investment advice. Casey is available to discuss your financial goals and help you create a personalized plan to reach them.
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
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2
CO
09/27/2022 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
BC
Issued 10/04/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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