Casey R. Nelson
Professional summary
Casey Ray Nelson is a registered financial professional currently at CLARENDON INSURANCE AGENCY, INC. located in Zionsville, Indiana.
Casey is registered as a RR (Registered Representative) and started their career in finance in 2007. Casey has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Casey Ray Nelson's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 25, 2025 - Present
CLARENDON INSURANCE AGENCY, INC.
Office #1: 10555 Group 1001 Way, Zionsville, IN 46077April 1, 2020 - February 28, 2025
PACIFIC SELECT DISTRIBUTORS, LLC
August 16, 2019 - March 13, 2020
EDWARD JONES
August 16, 2019 - March 13, 2020
EDWARD JONES
January 2, 2018 - August 2, 2019
KEY INVESTMENT SERVICES LLC
March 22, 2017 - August 2, 2019
KEY INVESTMENT SERVICES LLC
May 25, 2007 - January 27, 2017
PACIFIC SELECT DISTRIBUTORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/25/2025)
(3/25/2025)
(3/25/2025)
(3/25/2025)
(3/25/2025)
(3/25/2025)
(3/25/2025)
(3/26/2025)
(3/25/2025)
(3/25/2025)
(3/25/2025)
Exams
FINRA
Current Firm
CLARENDON INSURANCE AGENCY, INC.
CRD#: 7395 / SEC#: , 8-21590
Contact information
FINRA licenses (50 States and Territories)
Documents
Direct owners and executive officers
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
