Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Preni? Claim Your ProfilePreni Keshishi is a financial advisor at Wells Fargo Clearing Services, LLC. Preni has been in the financial industry since 2020. Preni is registered with the state of California to offer investment advisory services. Previous to Wells Fargo Clearing Services, LLC, Preni worked at J.P. Morgan Securities LLC. Preni has Series 7, 63, and 66 licenses. Preni offers investment consulting services to institutional clients, as well as financial planning and portfolio management. Preni also provides advisory services to individuals, corporations, and businesses.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
07/12/2024 - Present
Wells Fargo Clearing Services, LLC (ENCINO CA)
CA
02/27/2020 - 02/17/2024
J.P. MORGAN SECURITIES LLC (SHERMAN OAKS CA)
BOTH
Issued 07/12/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/27/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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