Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Preston? Claim Your ProfilePreston Bernard Jackson is a financial advisor registered with PFS Investments Inc., a firm based in Duluth, Georgia. Preston has been in the financial industry since September 2007, and has experience working with individuals, high-net-worth individuals, charitable organizations, and corporations. Preston's firm focuses on providing portfolio management for individuals and offers a range of services based on a percentage of assets. Preston has been registered in California since September 2008 and has passed the Series 6, Series 26, Series 63, and SIE exams.
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.
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2
CA
09/15/2008 - Present
PFS Investments Inc. (ROSEVILLE CA)
CA
05/04/2007 - 09/24/2007
LIBERTY LIFE SECURITIES LLC (ELK GROVE CA)
GA
07/24/2006 - 03/09/2007
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 08/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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