Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Preston? Claim Your ProfilePreston Mitchell Mercer is a registered representative with MM Ascend Life Investor Services, LLC. Preston has been in the financial services industry since February 6, 2009. Preston is registered with the state of Colorado. Preston holds the Series 6, Series 26 and Series 63 licenses. Preston has previous experience with Jackson National Life Distributors LLC and Phoenix Equity Planning Corporation.
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.
Maintaining registration but not actively providing advisory services
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.
Maintaining registration but not serving clients
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2
OH
02/13/2013 - Present
MM Ascend Life Investor Services, LLC (CINCINNATI OH)
CO
07/15/2009 - 02/11/2013
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CO
02/04/2009 - 04/28/2009
PHOENIX EQUITY PLANNING CORPORATION (LITTLETON CO)
CO
11/21/2008 - 02/04/2009
PHOENIX EQUITY PLANNING CORPORATION (LITTLETON CO)
BC
Issued 10/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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