Unclaimed
Scott David Preston is a registered Investment Advisor Representative with Preston Investments, a firm based in Kingman, AZ. Scott has been in the industry since 1998 and has a Series 6, 7, 24, 63, and 65 licenses. Scott has a strong background in financial planning, portfolio management, and estate planning. Scott is committed to providing his clients with personalized financial advice and guidance.
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.
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.
A percentage of the total value of assets under management is charged.
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AZ
04/24/2019 - Present
Preston Investments (KINGMAN AZ)
AZ
02/16/1999 - 10/31/2018
CETERA ADVISORS LLC (KINGMAN AZ)
IA
Issued 05/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/06/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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