Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Preston? Claim Your ProfilePreston Sharp is a financial professional with over 20 years of experience in the financial services industry. Preston is registered with Concourse Financial Group Securities, Inc. as a Registered Representative and Investment Advisor Representative and is licensed to sell securities in 11 states. Preston provides financial planning, portfolio management, and insurance services to individuals and families. Preston is also a member of the Chartered Financial Consultants (ChFC) designation program, which requires ongoing education and training in financial planning. Preston has a strong commitment to serving clients' needs and providing them with sound financial advice. Preston is a member of the community and is involved in several local organizations.
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.
1
2
PA
02/02/2006 - Present
Concourse Financial Group Securities, Inc. (Belleville PA)
IA
Issued 01/07/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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