Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Preston? Claim Your ProfilePreston Michael Bordelon is a financial advisor with Equity Services, Inc. based in Montpelier, Vermont. Preston has been in the financial services industry since 2012 and holds Series 6, 7TO, 24 and 63 licenses. Preston has a strong track record of helping individuals and families achieve their financial goals. Preston has extensive experience in financial planning, pension consulting and portfolio management.
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.
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.
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2
VT
09/06/2023 - Present
Equity Services, Inc. (MONTPELIER VT)
TX
01/05/2021 - 06/30/2023
ROBINHOOD FINANCIAL, LLC (Westlake TX)
TX
04/27/2020 - 11/28/2020
TD AMERITRADE, INC. (Southlake TX)
LA
03/06/2012 - 12/31/2019
PFS INVESTMENTS INC. (BATON ROUGE LA)
BC
Issued 05/13/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2022
Series 24 - General Securities Principal Examination
BC
Issued 04/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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