Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Preston? Claim Your ProfilePreston Christian is a financial advisor with Citizens Securities, Inc., a firm that has over $9 Billion in assets under management. Preston is registered with the state of Pennsylvania, as well as California, Louisiana, New Jersey and North Carolina. He holds the Series 7, Series 63 and Series 66 securities licenses as well as the SIE exam. Preston is also a Chartered Financial Consultant. He provides investment advice and financial planning to individuals, businesses, and high-net-worth individuals. Preston has been in the financial services industry since 2013. Prior to joining Citizens Securities, Inc. Preston was a financial advisor at Woodbury Financial Services, Inc., Hancock Investment Services, Inc., Capital One Investing, LLC., and Northwestern Mutual Investment Services, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Participate in wrap fee program
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
PA
07/06/2023 - Present
Citizens Securities, Inc. (Fort Washington PA)
LA
07/12/2018 - 07/10/2023
WOODBURY FINANCIAL SERVICES, INC. (HAMMOND LA)
LA
03/15/2018 - 06/01/2018
HANCOCK INVESTMENT SERVICES, INC. (BATON ROUGE LA)
LA
09/15/2015 - 03/07/2018
CAPITAL ONE INVESTING, LLC (COVINGTON LA)
LA
10/20/2014 - 07/13/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (COVINGTON LA)
LA
02/22/2013 - 10/06/2014
SILVER OAK SECURITIES, INCORPORATED (MADISONVILLE LA)
BOTH
Issued 03/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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