Preston Ivey Investment Advisor
I look forward to drawing on my 12 years of experience while assisting you and your family with your financial goals
Preston Ivey
- Active Securities Licenses (Series 7, 63, & 65/66) and Registered Representative through CUSO Financial Services, L.P. (CFS), our broker dealer
- State Securities Registrations AK, AL, AZ, CA, HI, IL, KY, MD, MI, PA, SC, TX, VA , WV
- Life Insurance licensed
- Long Term Care Insurance licensed
Areas of Expertise:
- Retirement planning
- 401(k), TSP & 403(b) Plan Rollovers
- Mutual Funds
- Traditional & Roth IRAs
* For specific tax advice, please consult a qualified tax professional.
Investment products & services offered through CUSO Financial Services, L.P. (CFS), an independent broker/dealer, are not NCUA/NCUIF insured, not Credit Union guaranteed, and may lose value. Representatives are employed by 1st Advantage Federal Credit Union, and registered through CFS. (Member FINRA/SIPC)
