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Joni Marie Preston
JONI MARIE PRESTON
CRD#: 6294644
IA
B
EDWARD JONESCRD#: 250 12900 OLD U S 27 SUITE 4
DEWITT, MI 48820
DEWITT, MI 48820
0
Disclosures
10
Years of Experience
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State Registrations
B
Alabama 12/15/2014
B
New Hampshire 8/19/2019
B
California 12/15/2014
B
New Jersey 9/2/2020
B
Florida 9/29/2014
B
North Carolina 12/17/2014
B
Illinois 12/15/2014
B
Oklahoma 7/2/2024
B
Indiana 12/15/2014
B
South Carolina 12/15/2014
B
Maine 5/6/2021
B
Texas 12/15/2014
B
Michigan 5/29/2014
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Texas 12/13/2018
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Michigan 7/10/2014
B
Virginia 2/2/2017
B
Missouri 1/2/2015
B
West Virginia 12/15/2014
SRO Registrations
B
B
B
B
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Registered with this firm since 7/10/2014
B
Registered with this firm since 4/1/2014
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.