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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Christopher Preskenis is a financial advisor who is currently registered with Bolton Securities Corp. Steven has been in the industry since 2006, and has held several positions at different firms including Investors Capital Corp. and Bolton Global Capital. Steven is a Series 14, Series 24, Series 99TO, and SIE licensed professional. Steven currently holds a Principal designation and specializes in working with individuals, corporations, high net worth individuals, and pension and profit-sharing plans. Steven is also a registered representative of Bolton Securities Corp., which is a firm that provides financial planning, portfolio management, and other advisory services.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
08/09/2012 - Present
Bolton Securities Corp. (BOLTON MA)
MA
10/06/2009 - 07/08/2011
BOLTON SECURITIES CORPORATION (BOLTON MA)
MA
09/11/2006 - 08/29/2008
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 02/19/2007
Series 24 - General Securities Principal Examination
BC
Issued 02/01/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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