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Preston Townson

Woodmen Financial Services, Inc.

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About Preston Townson

Preston Townson is a financial advisor with Woodmen Financial Services, Inc. Preston has been in the financial services industry since September 9, 2018 and is registered in Alabama, Florida, and Mississippi. Preston holds the Series 6, Series 63, and SIE licenses. Preston was previously registered with MWA Financial Services Inc. in Alabama.

Firm Information

Preston Townson is currently registered with Woodmen Financial Services, Inc.. Woodmen Financial Services, Inc. is a Corporation formed on July 11, 2001, and is registered in 39 jurisdictions, including the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

267

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Preston Townson’s Registration & Firm History

NE

03/31/2023 - Present

Woodmen Financial Services, Inc. (OMAHA NE)

AL

09/10/2018 - 03/30/2023

MWA FINANCIAL SERVICES INC. (BREWTON AL)

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Licenses & Designations

BC

Issued 10/17/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Preston Townson.
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