Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Preston? Claim Your ProfilePreston Thomas Gann is a financial advisor with Wells Fargo Clearing Services, LLC. Preston has been in the financial services industry since 1999. Preston's previous employers include A. G. Edwards & Sons, Inc., Stifel, Nicolaus & Company, Incorporated, and Primevest Financial Services, Inc. Preston has Series 7, Series 24, Series 63 and Series 65 securities licenses and holds a Certified Financial Planner designation. Preston is registered with the state of Illinois for both investment advisor and broker-dealer activities and the state of Missouri for broker-dealer activities.
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
MO
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
01/17/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
06/12/2001 - 12/21/2005
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MN
07/07/1999 - 06/04/2001
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
IA
Issued 12/29/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1999
Series 7 - General Securities 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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