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 Operations Team at Preferred Capital Securities, LLC ensures the seamless execution of day-to-day activities related to the distribution of financial products. This includes managing trade processing, maintaining compliance with regulatory requirements, optimizing operational workflows, and providing ongoing support to Broker-Dealers and Registered Investment Advisors. The team's expertise ensures efficiency and accuracy, contributing significantly to the company's commitment to industry-leading service and support.

Operations Team

Leadership Team

Business Development

Regional Vice Presidents

Operations Team

About

Team members

Other teams at Preferred Capital Securities, LLC

Leadership Team

Business Development

Regional Vice Presidents