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Preston Mckinley Lahmann

Jefferies LLC

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About Preston Mckinley Lahmann

Preston Mckinley Lahmann is a registered representative associated with Jefferies LLC. Preston has been in the securities industry since April 27, 2019. Preston holds a Series 79TO, Series 63 and SIE license. Preston is registered in North Carolina and New York. Preston was previously registered with WELLS FARGO SECURITIES, LLC and FIFTH THIRD SECURITIES, INC.

Firm Information

Preston Lahmann is currently registered with Jefferies LLC. Jefferies LLC is a Limited Liability Company formed on March 1, 2013, operating in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They are approved by the SEC and hold active registrations in all 53 jurisdictions.

Not reported

Assets Under Management

Not reported

Total Clients

446

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Preston Lahmann’s Registration & Firm History

NC

03/02/2023 - Present

Jefferies LLC (CHARLOTTE NC)

NC

01/31/2020 - 03/02/2023

WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)

NC

04/22/2019 - 01/24/2020

FIFTH THIRD SECURITIES, INC. (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 10/18/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/22/2019

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 02/28/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Preston Mckinley Lahmann.
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