Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Preston? Claim Your ProfilePreston William Snow is a financial advisor who has been in the industry since 2002. Preston is currently registered with Avidian Wealth Solutions. Preston has a wide range of experience, having worked with J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP. Preston is also a Certified Financial Planner and has a wide range of specializations, including Portfolio Management for Individuals and Portfolio Management for Pooled Investment Vehicles. Preston has a strong track record of success and is dedicated to helping clients achieve their financial goals.
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.
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.
Mgmt of pooled investment vehicles
1
2
TX
10/11/2018 - Present
Avidian Wealth Solutions (Houston TX)
TX
10/01/2012 - 10/19/2018
J.P. MORGAN SECURITIES LLC (SUGAR LAND TX)
TX
11/12/2002 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SUGARLAND TX)
BOTH
Issued 12/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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