Unclaimed
Preston Reid Schwartz is a financial advisor with &partners, LLC, based in Nashville, TN. Preston has been in the financial services industry since 2016 and holds a Series 7, Series 50, Series 52, Series 63 and Series 65 license. Preston is also a Certified Financial Planner. Preston has experience working with individuals and businesses. Preston specializes in providing financial planning, portfolio management, and educational seminars. Preston's past experience includes time at WELLS FARGO CLEARING SERVICES, LLC, in Sumter, SC and DAVENPORT & COMPANY LLC in Charlotte, NC.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
SC
05/10/2024 - Present
&partners (Sumter SC)
SC
03/02/2018 - 05/23/2024
WELLS FARGO CLEARING SERVICES, LLC (SUMTER SC)
NC
10/21/2016 - 03/05/2018
DAVENPORT & COMPANY LLC (CHARLOTTE NC)
IA
Issued 12/29/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/23/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/21/2016
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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