Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Preston? Claim Your ProfilePreston James Parsons is a registered representative with Gradient Securities, LLC, headquartered in Arden Hills, Minnesota. Preston has been in the financial services industry since June 2007, working in Omaha, Nebraska. Preston has worked for several other firms during that time including Woodbury Financial Services, Inc., Questar Capital Corporation, ProEquities, Inc., UVEST Financial Services Group, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Solicitor fees
1
2
NE
06/12/2019 - Present
Gradient Securities, LLC (Omaha NE)
NE
03/01/2019 - 04/23/2019
WOODBURY FINANCIAL SERVICES, INC. (ELKHORN NE)
NE
10/07/2013 - 03/01/2019
QUESTAR CAPITAL CORPORATION (ELKHORN NE)
NE
07/06/2010 - 11/05/2013
PROEQUITIES, INC. (OMAHA NE)
NE
10/16/2008 - 08/03/2009
UVEST FINANCIAL SERVICES GROUP, INC. (OMAHA NE)
NE
04/16/2007 - 09/17/2008
METLIFE SECURITIES INC. (OMAHA NE)
NE
04/16/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (OMAHA NE)
BC
Issued 04/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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