Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Preston? Claim Your ProfilePreston Murray Patton is a financial advisor with over 17 years of experience in the industry. Preston currently works at FS Investment Solutions, LLC in Philadelphia, Pennsylvania. Preston is a Series 66, Series 7, and SIE licensed professional and holds licenses in 31 states. Previously, Preston worked at Britehorn Securities in Austin, Texas and Foreside Fund Services, LLC in Haverford, Pennsylvania.
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.
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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2
PA
08/09/2022 - Present
FS Investment Solutions, LLC (PHILADELPHIA PA)
TX
09/04/2019 - 07/21/2022
BRITEHORN SECURITIES (Austin TX)
PA
01/15/2015 - 07/23/2019
FS INVESTMENT SOLUTIONS, LLC (PHILADELPHIA PA)
PA
08/30/2012 - 10/21/2014
FORESIDE FUND SERVICES, LLC (HAVERFORD PA)
PA
05/30/2008 - 04/17/2012
PACER FINANCIAL, INC. (MALVERN PA)
SD
05/08/2007 - 03/13/2008
XTF CAPITAL LLC (BRANDON SD)
NJ
03/13/2006 - 04/10/2007
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
LA
01/14/2005 - 11/29/2005
HIBERNIA INVESTMENTS, L.L.C. (NEW ORLEANS LA)
BOTH
Issued 03/31/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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