Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Preston? Claim Your ProfilePreston Riley Speece is an investment advisor representative associated with Ameritas Advisory Services, LLC. Preston has been in the industry since July 4, 1995 and is registered in Nebraska and Texas. Preston holds a Series 6, 7, 24, 26, 63, and 65. Preston has been with Ameritas Advisory Services, LLC since November 2021 and previously worked at SECURIAN FINANCIAL SERVICES, INC, PRINCOR FINANCIAL SERVICES CORPORATION, MML INVESTORS SERVICES, INC, and PRUCO SECURITIES CORPORATION. Preston is a registered investment advisor representative, specializing in financial planning, pension consulting, and educational seminars. Preston is licensed in multiple states including Arizona, Colorado, Delaware, Illinois, Iowa, Missouri, Nebraska, and Texas.
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.
Solicitor fees
1
2
NE
11/01/2021 - Present
Ameritas Advisory Services, LLC (Omaha NE)
NE
02/09/2005 - 01/21/2020
SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)
IA
03/26/2002 - 01/25/2005
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
01/10/2000 - 03/25/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NJ
06/09/1995 - 01/05/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 11/01/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2004
Series 24 - General Securities Principal Examination
BC
Issued 06/27/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/08/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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