Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Mcdowell Preston is a financial advisor registered with Equitable Advisors, LLC in Lexington, KY. Robert Preston has been in the financial industry since November 24, 1987. Robert Preston is also registered with the state of Kentucky as an investment advisor representative. Robert Preston has passed the Series 6, Series 7, Series 63, and Series 65 exams. In addition to his work with Equitable Advisors, Robert Preston is a managing partner of Pike & Preston, LLC in Lexington, KY and is involved in life settlement sales with the Ashar Group. Robert Preston's clients include individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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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2
KY
05/09/2018 - Present
Equitable Advisors, LLC (LEXINGTON KY)
NY
11/25/1987 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
11/25/1987 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
IA
Issued 03/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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