Casey Zeringue, CWS®, AAMS®

Casey Zeringue, CWS®, AAMS®

Diplomatic Security Specialist

Followers of Casey Zeringue, CWS®, AAMS®1000 followers
location of Casey Zeringue, CWS®, AAMS®Denver Metropolitan Area

Connect with Casey Zeringue, CWS®, AAMS® to Send Message

Connect

Connect with Casey Zeringue, CWS®, AAMS® to Send Message

Connect
  • Timeline

  • About me

    VP - Branch Manager, Denver Colorado: Helping clients own their tomorrow

  • Education

    • University of Colorado Boulder - Leeds School of Business

      2012 - 2015
      Bachelor's Degree Finance and Financial Management Services

      Leeds School of Business, focusing on financial services and wealth management.

  • Experience

    • Triple Canopy

      May 2008 - Dec 2010
      Diplomatic Security Specialist
    • Olympus Hair Studio

      Nov 2011 - Mar 2017
      Business Owner
    • Precision Operations Group

      Jan 2013 - Mar 2017
      Chief Executive Officer
    • Charles Schwab

      Feb 2016 - now

      Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only.For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value Show less Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only.For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value Show less

      • VP - Branch Manager

        Nov 2019 - now
      • VP - Assistant Branch Manager

        Jul 2018 - Oct 2019
      • Associate Financial Consultant

        Jul 2017 - Jul 2018
      • Financial Consultant Academy

        Feb 2016 - Jun 2017
  • Licenses & Certifications

    • Series 10

      FINRA
      Jun 2018
    • Series 66

      FINRA (Financial Industry Regulatory Authority)
      Jul 2016
    • Series 7

      FINRA (Financial Industry Regulatory Authority)
      Jun 2016
    • Series 9

      FINRA
      Jun 2018