Unclaimed
Preston Gill Lewis is a financial advisor associated with Truist Investment Services, Inc. based in Greensboro, NC. Preston has been working in the industry since 2023. Preston holds the Series 7TO and SIE 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.
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.
1
2
NC
08/04/2023 - Present
Truist Investment Services, Inc. (GREENSBORO NC)
BC
Issued 08/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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