Unclaimed
Preston Hunter Carney is a financial advisor with Equitable Advisors, LLC in Erie, PA. Preston has been in the financial services industry for over 3 years and has experience providing financial planning and investment management services to individuals, businesses, and retirement plans. Preston is licensed to offer securities and investment advisory services in Florida and Pennsylvania. Preston is committed to helping clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
PA
08/31/2021 - Present
Equitable Advisors, LLC (ERIE PA)
BOTH
Issued 08/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2024
Series 24 - General Securities Principal Examination
BC
Issued 07/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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