Jeremy T. Zeichner, CFP®, CLU®, ChFC®

Independent Branch Leader and Financial Consultant

+1 812-558-3838

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Life Underwriter®
  • Chartered Financial Consultant®
  • Series 6, 7, 9, 10, 63, 66 Securities Licenses

Experience

25 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2013-present

Education

  • Master of Arts in Education, Wake Forest University
  • Bachelor of Arts in Economics, Wake Forest University

Personal interests and affiliations

  • Active supporter of The Boys and Girls Club, WFIU Radio, LOTUS,
  • Cardinal Stage Company and Cutters Soccer

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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