Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Preston? Claim Your ProfilePreston Paul Milstead is a financial advisor at Fidelity Personal and Workplace Advisors. Preston has been in the financial services industry for over 10 years and is registered with FINRA as a Registered Representative. He is licensed to provide financial advice in 26 states. Preston has a Series 7, 66 and SIE licenses.
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.
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
OH
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (FAIRLAWN OH)
OH
02/10/2020 - 02/01/2022
CHARLES SCHWAB & CO., INC. (Richfield OH)
BOTH
Issued 07/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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