Unclaimed
Preston Summerhays is a financial advisor with Fidelity Brokerage Services LLC. Preston has been in the industry since 2024 and is registered in 53 states. Preston has a Series 7TO, Series 63, and SIE.
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.
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.
1
2
UT
02/01/2024 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
BC
Issued 02/14/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Preston Summerhays is the right advisor for you? Invested Better is here to help.