Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Preston? Claim Your ProfilePreston Gerard Galarneau is an investment advisor representative at Cambridge Investment Research Advisors, Inc., a firm with over 71,000 clients and $87 billion in assets under management. Preston has been in the industry since February 17, 1980. Preston has a wide range of experience, having previously worked for firms such as Cantella & CO., Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Preston is registered in Maine and Texas as an investment advisor representative. Preston is a member of the Financial Industry Regulatory Authority (FINRA) and has a series 7, 63, and 66 license. Preston offers a variety of financial services, including financial planning, portfolio management, pension consulting, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
ME
12/13/2022 - Present
Cambridge Investment Research Advisors, Inc. (North Yarmouth ME)
ME
01/08/2010 - 12/09/2022
CANTELLA & CO., INC. (North Yarmouth ME)
ME
06/01/2009 - 01/20/2010
MORGAN STANLEY SMITH BARNEY (PORTLAND ME)
ME
07/23/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PORTLAND ME)
NY
02/18/1980 - 07/30/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/11/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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