Preston Woolf is a registered investment advisor, based in Maitland, FL, with 4 years of industry experience.
Location
555 Winderley Place, Suite 300, Maitland, FL, 32751
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Preston works as a financial consultant for Florida Financial Advisors and a registered representative for Trinity Wealth Securities, LLC, dedicating full-time hours to each. He also engages in fixed insurance sales through Florida Financial Insurance, spending a few hours per week, and manages Just Cry Woolf Financial LLC, spending minimal time.
Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.
Trinity Wealth Securities, L.L.C.Broker
Florida Financial Advisors, LLC
State Registrations2 states
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