Unclaimed
Preston Bareng Miranda is a financial advisor with PFS Investments Inc., a firm that has been serving clients since 2013. Preston specializes in offering portfolio management services to individuals. He has a Series 6, Series 63, and SIE licenses and has held a valid FINRA registration since August 2013. In addition to Nevada, Preston is also registered to offer investment advisory services in Arkansas, California, and Hawaii.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NV
08/06/2013 - Present
PFS Investments Inc. (HENDERSON NV)
BC
Issued 02/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Preston Miranda is the right advisor for you? Invested Better is here to help.