Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Preston? Claim Your ProfilePreston Robert Weaver is a Certified Financial Planner™ and Investment Advisor Representative associated with Dew Wealth Management in Scottsdale, Arizona. Preston has been in the industry since 2015 and holds a Series 65 license in Texas. Preston specializes in providing financial planning, portfolio management, and retirement planning services to individuals and high-net-worth individuals. Preston also serves as Treasurer for a Homeowners Association in Austin, 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Percentage retirement plan assets under advisement
1
2
AZ
05/29/2022 - Present
DEW Wealth Management (SCOTTSDALE AZ)
Active
Inactive
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