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 Foulks is a financial advisor with over 27 years of experience in the industry. Preston is currently registered with Osaic Wealth, Inc. and is licensed to provide financial services in several states including California, Connecticut, Florida, Illinois, Maryland, Massachusetts, Michigan, New Jersey, New York, Pennsylvania, and Texas. Preston has previously worked with firms like Princor Financial Services Corporation, MetLife Securities Inc., Metropolitan Life Insurance Company, Investacorp, Inc., Paulson Investment Company, Inc., and Chatfield Dean & Co., Inc. Preston specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for both individuals 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.
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.
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NY
01/24/2025 - Present
Osaic Wealth, Inc. (POUGHKEEPSIE NY)
NY
02/18/2003 - 01/27/2015
PRINCOR FINANCIAL SERVICES CORPORATION (POUGHKEEPSIE NY)
MA
01/28/1999 - 08/23/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/28/1999 - 08/23/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
FL
06/27/1997 - 09/24/1998
INVESTACORP, INC. (MIAMI FL)
OR
09/09/1994 - 06/25/1997
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
CO
02/28/1994 - 03/30/1994
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 09/09/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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