Unclaimed
Phaedrea Camille Preston has over 20 years of experience in the financial services industry. Phaedrea is currently registered with Fidelity Brokerage Services LLC and has previously been registered with National Financial Services LLC, Knight Capital Americas LLC, Knight BondPoint, Inc., Advantage Capital Corporation, FSC Securities Corporation, Amvescap Services, Inc., E*TRADE Clearing LLC and E*TRADE Securities LLC. Phaedrea holds the Series 7, 24, 52, 53, 63, 99, and SIE licenses.
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.
1
2
KY
05/20/2020 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
KY
11/19/2012 - 03/26/2024
NATIONAL FINANCIAL SERVICES LLC (COVINGTON KY)
GA
01/20/2011 - 11/05/2012
KNIGHT CAPITAL AMERICAS LLC (ATLANTA GA)
GA
11/21/2008 - 01/21/2011
KNIGHT BONDPOINT, INC. (ATLANTA GA)
GA
02/01/2007 - 11/10/2008
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
GA
08/24/2005 - 11/10/2008
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
02/25/2004 - 06/09/2005
AMVESCAP SERVICES, INC. (ATLANTA GA)
NJ
09/03/2002 - 10/07/2002
E*TRADE CLEARING LLC (JERSEY CITY NJ)
NJ
06/22/1999 - 09/03/2002
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
BC
Issued 01/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/14/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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