Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Preston? Claim Your ProfilePreston David Watts is an investment advisor representative at U.S. Bancorp Investments, Inc., working in Bend, Oregon. Preston has been in the financial services industry since January 3, 1997 and has experience with U.S. Bancorp Investments, Inc., CHARLES SCHWAB & CO., INC., FIDELITY BROKERAGE SERVICES LLC, J.P. MORGAN SECURITIES LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, DIVERSIFIED INVESTORS SECURITIES CORP., FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC., and XCU CAPITAL CORPORATION, INC. Preston is licensed in Oregon and Texas and holds Series 63, 66 and 7 licenses.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OR
03/15/2024 - Present
U.s. Bancorp Investments, Inc. (Bend OR)
OR
06/05/2023 - 12/15/2023
CHARLES SCHWAB & CO., INC. (Eugene OR)
OR
04/13/2022 - 05/08/2023
FIDELITY BROKERAGE SERVICES LLC (TIGARD OR)
OR
09/09/2019 - 03/16/2022
J.P. MORGAN SECURITIES LLC (Tualatin OR)
OR
08/27/2015 - 09/11/2019
CHARLES SCHWAB & CO., INC. (Portland OR)
OR
07/31/2012 - 08/12/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PORTLAND OR)
NY
11/30/2009 - 06/26/2012
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
RI
06/26/2008 - 11/19/2009
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
UT
01/01/2008 - 06/05/2008
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
12/14/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
UT
02/27/2006 - 11/09/2006
XCU CAPITAL CORPORATION, INC. (COTTONWOOD HEIGHTS UT)
CT
09/14/2005 - 02/17/2006
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
RI
10/16/2001 - 05/23/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
06/19/1996 - 10/16/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
10/06/1995 - 01/01/1996
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 09/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Preston Watts is the right advisor for you? Invested Better is here to help.
