Financial Advisor

Preston Schwartz

Wells Fargo Clearing Services, Llc

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Locations

Wells Fargo Clearing Services, Llc

345 West Wesmark Boulevard

Sumter SC 29150

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Locations

Wells Fargo Clearing Services, Llc

345 West Wesmark Boulevard

Sumter SC 29150

More Info

About

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Fiduciary Status

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Hobbies and Interests

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Qualifications

Certifications

  • Certified Financial Planner

Financial Exams

S65 - Uniform Investment Adviser Law Examination - 2017-12-29

S63 - Uniform Securities Agent State Law Examination - 2017-04-13

Education

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Approximate Fees

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Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.

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Hourly charges

Fixed fees

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