Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Preston? Claim Your ProfilePreston Nelson Kok is a registered representative with Charles Schwab & CO., Inc. Preston joined the firm in September 2024. Preston has passed the General Securities Representative Examination and the Securities Industry Essentials Examination. Preston is located in Phoenix, AZ.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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AZ
09/09/2024 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
BC
Issued 09/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/11/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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