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 15 years of experience in the financial services industry. Casey is currently registered with Pacific Select Distributors, LLC and holds the Series 6, 7, 63 and 66 securities licenses. Casey has previously worked with Edward Jones and Key Investment Services LLC. Casey is licensed in Illinois and Indiana.
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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NE
04/01/2020 - Present
Pacific Select Distributors, LLC (OMAHA NE)
IN
08/16/2019 - 03/13/2020
EDWARD JONES (NOBLESVILLE IN)
IN
03/22/2017 - 08/02/2019
KEY INVESTMENT SERVICES LLC (INDIANAPOLIS IN)
NE
05/25/2007 - 01/27/2017
PACIFIC SELECT DISTRIBUTORS, LLC (OMAHA NE)
BOTH
Issued 12/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/24/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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