Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Preston is a financial professional with over 15 years of experience in the industry. Barry is currently registered with Zions Direct, Inc. and holds Series 7, Series 63, Series 79TO and SIE licenses. Barry previously worked at Cantor Fitzgerald & Co. and J.P. Morgan Securities LLC in New York.
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
CA
05/18/2022 - Present
Zions Direct, Inc. (El Segundo CA)
NY
09/07/2010 - 04/08/2021
CANTOR FITZGERALD & CO. (NEW YORK NY)
NY
07/28/2010 - 09/03/2010
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
07/15/2005 - 06/30/2010
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
08/27/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 08/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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