Preferred Capital Securities is a managing Broker-Dealer focused on the wholesale distribution of high-quality investments to Broker-Dealers and Registered Investment Advisors across the United States and Puerto Rico. A Highly Experienced Team with a Focus on Our Customers: From executive management to our sales team to our corporate employees, we are dedicated to providing our broker-dealer and RIA customers with industry-leading service and support. Our decades of experience within the financial services industry positions us to adeptly build effective relationships, drive capital for our clients and add value for our customers.

Investment Management

Preferred Capital Securities, LLC

Jeff Smith

Peter Zucco

Langdon Morrison

Wes Smith

Daniel Gill

Taylor P. Mcdermott

Eric R. Graber

Orit H. Small

Linda Q. Cobelo

Kathy P. Mraz

Claire Mclean

Behringer Harvard

The Business Development team at Preferred Capital Securities, LLC is dedicated to cultivating and expanding relationships with Broker-Dealers and Registered Investment Advisors. This team strategically drives capital growth and supports the distribution of high-quality investments by engaging in targeted marketing efforts, conducting thorough due diligence, and managing national accounts. They play a pivotal role in identifying new business opportunities and ensuring exceptional service to foster long-term partnerships and customer satisfaction.

Business Development

Leadership Team

Regional Vice Presidents

Business Development

About

Team members

Other teams at Preferred Capital Securities, LLC

Leadership Team

Regional Vice Presidents