Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Preston? Claim Your ProfilePreston Byron martel Rogan is a registered representative with J.P. Morgan Securities LLC. Preston has been in the financial services industry since 2019 and has a Series 7, Series 63, Series 66, and SIE. Preston has experience in the investment advisory industry and has worked for other firms prior to joining J.P. Morgan Securities LLC. Preston specializes in providing investment advice to individuals, businesses, and corporations.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
OH
12/14/2023 - Present
J.p. Morgan Securities LLC (SIDNEY OH)
OH
11/23/2022 - 06/02/2023
J.P. MORGAN SECURITIES LLC (SIDNEY OH)
OH
03/16/2019 - 06/12/2019
EDWARD JONES (BELLEFONTAINE OH)
BC
Issued 12/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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