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Christopher Joseph Preston

Pacer Financial, Inc.

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About Christopher Joseph Preston

Christopher Preston is a financial professional with over 20 years of experience in the industry. Christopher is currently registered with Pacer Financial, Inc. and has previously held positions at Chesterbrook Capital, Credit Suisse Securities (USA) LLC, Kildare Capital, Inc., Nova Capital Markets, LLC, Planco Financial Services, LLC, Gartmore Distribution Services, Inc., Nationwide Advisory Services, Inc., Fin-Plan Investments, Inc., SEI Investments Distribution Co., Hambrecht & Quist LLC, Janney Montgomery Scott Inc., and Ferris, Baker Watts Incorporated. Christopher holds the Series 7, Series 55, SIE and Series 63 licenses.

Firm Information

Christopher Preston is currently registered with Pacer Financial, Inc.. Pacer Financial, Inc. is a Corporation formed in 2005-03-23. The firm is registered in 51 states and has a single SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Christopher Preston’s Registration & Firm History

PA

09/23/2022 - Present

Pacer Financial, Inc. (Malvern PA)

PA

08/01/2019 - 03/16/2020

CHESTERBROOK CAPITAL (Berwyn PA)

NY

01/17/2012 - 07/24/2017

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

PA

07/02/2010 - 01/13/2012

KILDARE CAPITAL, INC. (BERWYN PA)

PA

05/02/2008 - 09/04/2008

NOVA CAPITAL MARKETS, LLC (CONSHOHOCKEN PA)

CT

04/17/2007 - 10/30/2007

PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)

PA

01/29/2002 - 05/21/2007

GARTMORE DISTRIBUTION SERVICES, INC. (WEST CONSHOHOCKEN PA)

OH

02/01/2000 - 10/01/2001

NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)

PA

04/23/1999 - 12/13/1999

FIN-PLAN INVESTMENTS, INC. (SOUDERTON PA)

PA

07/01/1996 - 10/24/1997

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

CA

05/07/1996 - 06/24/1996

HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)

PA

02/14/1994 - 03/13/1996

JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)

MD

06/21/1993 - 02/26/1994

FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)

PA

07/14/1992 - 06/24/1993

JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)

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Licenses & Designations

BC

Issued 07/22/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/24/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/27/2015

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 07/13/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Joseph Preston.
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