Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Preston? Claim Your ProfilePreston Schoenfeld is a financial advisor with over 18 years of experience in the financial industry. Preston is currently registered with Morgan Stanley and has been with the firm since March 2010. Preston holds a variety of licenses and certifications, including Series 3, 7, 63, 65, and 66, and is also a Certified Financial Planner. Preston has a broad range of experience, including working with individuals, families, and businesses.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
NY
04/02/2020 - Present
Morgan Stanley (RIVERHEAD NY)
NY
05/31/2005 - 04/04/2006
MORGAN STANLEY DW INC. (MELVILLE NY)
NY
03/21/2003 - 05/13/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 04/23/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2010
Series 3 - National Commodity Futures Examination
BC
Issued 04/05/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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