Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Nelson is a financial professional with over 10 years of experience in the industry. Casey is currently registered with Lion Street Financial, LLC, and is licensed to provide investment advice in several states, including Arizona, Colorado, Iowa, Minnesota, and more. Casey has a Series 6 license, which allows them to offer investment company products and variable contracts. They also hold a Series 63 license, which permits them to offer securities in states where they are registered. Casey has previously worked with Ameritas Investment Corp and CCF Investments, Inc.
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.
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.
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2
ND
02/08/2019 - Present
Lion Street Financial, LLC (Fargo ND)
ND
06/21/2017 - 02/27/2019
AMERITAS INVESTMENT CORP. (Fargo ND)
ND
08/11/2014 - 06/21/2017
CCF INVESTMENTS, INC. (Fargo ND)
CO
06/18/2012 - 08/06/2014
PFS INVESTMENTS INC. (COLORADO SPRINGS CO)
BC
Issued 02/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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