Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Preston? Claim Your ProfilePreston Scott Edwards is a registered representative with Wells Fargo Clearing Services, LLC. Preston has been in the securities industry since August 5, 2004, and has experience at several firms including J.P. Morgan Securities LLC and Waddell & Reed, Inc. Preston holds the Series 6, 7, 63, and 65 licenses as well as the SIE exam. Preston's current location is in the Tarpon Springs, FL office of Wells Fargo Clearing Services, LLC, which is located at 101 FEDERAL PL STE 101, [REGIONAL SUPERVISION] 34689. Preston's area of specialization is concentrated in investments, retirement planning, and wealth management.
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.
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.
Investment consulting services to institutional clients
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.
1
2
FL
09/29/2014 - Present
Wells Fargo Clearing Services, LLC (TARPON SPRINGS FL)
CA
10/01/2012 - 07/24/2014
J.P. MORGAN SECURITIES LLC (SHERMAN OAKS CA)
CA
09/14/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SHERMAN OAKS CA)
KS
05/17/2004 - 08/29/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 10/11/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/14/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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