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professional profile

Michael R Preston, CFP

AgentIAR Worcester, MA CRD 4050238 Last verified October 2026

Overview

Michael R Preston is an insurance agent and an investment adviser representative based in Worcester, MA, with 26 years in the industry.

Years in the industry
26
States licensed
12
States registered
2
Carrier appointments
8

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

  • Licensed in 12 states
  • Registered in 2 states
  • Producer
  • Series 63
  • Series 65

3 lines of authority, with every state and its dates

Firms

Employment history since 2004

Carriers

8 active carrier appointments

Book and practice

Firm assets under management on file

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