Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Preston? Claim Your ProfilePreston Duppins is a financial advisor who has been working in the industry since October 2017. Preston is currently registered with Osaic Wealth, Inc. in Florida and Texas and is an active investment advisor representative. Prior to joining Osaic Wealth, Inc., Preston worked at Raymond James & Associates, Inc. and Morgan Stanley. Preston has Series 7 and Series 66 licenses, as well as the SIE Exam. Preston specializes in working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Preston is a knowledgeable financial advisor with a wide range of experience in the industry.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
FL
07/24/2023 - Present
Osaic Wealth, Inc. (TRINITY FL)
FL
11/13/2019 - 08/03/2023
RAYMOND JAMES & ASSOCIATES, INC. (Wesley Chapel FL)
FL
10/24/2017 - 11/13/2019
MORGAN STANLEY (TAMPA FL)
BOTH
Issued 11/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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