Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Preston? Claim Your ProfilePreston Byers is an investment advisor representative with Eagle Strategies LLC, a firm that specializes in providing financial planning and wealth management services. Preston has been in the financial services industry since 2004 and holds Series 6, 7, 63, and 65 licenses as well as the Securities Industry Essentials (SIE) designation. Preston has a strong background in insurance and financial planning and is committed to helping his clients achieve their financial goals. Preston has previous experience with Amsouth Investment Services, Inc. and Allstate Financial Services, LLC.
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.
A percentage of the total value of assets under management is charged.
1
2
MS
05/18/2022 - Present
Eagle Strategies LLC (RIDGELAND MS)
AL
03/31/2005 - 10/17/2005
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
NE
05/17/2004 - 02/11/2005
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
IA
Issued 05/07/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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