Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nina? Claim Your ProfileNina Preston is a financial advisor in Troy, MI with over 38 years of experience in the financial services industry. Nina is registered with and employed by Kestra Advisory Services, LLC. Prior to that, Nina was registered with and employed by LPL Financial LLC and Invest Financial Corporation. Nina holds a Series 6, 7, 24, 27, 51, 63, 99 and SIE license. Nina also holds the Certified Financial Planner designation. Nina works with clients to provide comprehensive financial planning, portfolio management, and retirement planning services. Nina is passionate about helping individuals achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
05/10/2022 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
MI
02/14/2018 - 05/10/2022
LPL FINANCIAL LLC (TROY MI)
MI
05/01/2003 - 02/14/2018
INVEST FINANCIAL CORPORATION (TROY MI)
OH
04/26/2002 - 05/12/2003
VESTAX SECURITIES CORPORATION (HUDSON OH)
MI
08/02/1993 - 04/26/2002
BENTLEY-LAWRENCE SECURITIES, INC. (TROY MI)
TX
12/23/1992 - 11/01/1993
PORTFOLIO ASSET MGT/USA FINANCIAL GROUP INC. (EL PASO TX)
NA
02/05/1990 - 12/23/1992
USA FINANCIAL GROUP, INC.
NA
10/16/1989 - 02/27/1990
HAMILTON INVESTMENTS, INC.
NA
01/16/1986 - 10/31/1989
KORN, WOMACK, STERN AND ASSOCIATES, INC.
NA
05/15/1985 - 01/13/1986
VALUE EQUITIES CORPORATION
NA
02/13/1985 - 05/24/1985
MARINER FINANCIAL SERVICES, INC.
NA
12/02/1983 - 09/28/1984
FIRST INVESTORS CORPORATION
BC
Issued 12/01/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/15/1992
Series 27 - Financial and Operations Principal Examination
BC
Issued 07/13/1992
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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