Preferred Capital Securities

Operations Support & Investor Services

At PCS, we view financial advisors as partners and strive to build strong, effective relationships by providing a wealth of services to assist our partners in building thriving practices. Our support services include:

Providing advisor and client educational webinars on current offerings | Hosting client seminars and appreciation events | Providing opportunities for continuing education | Participating on panels | Offering conference sponsorship and support | Delivering marketing materials – ads, invitations and more

Preferred Capital Securities
Greg Mausz
EVP, Operations & Due Diligence
Preferred Capital Securities
Alex Evans
Director of Operations
Preferred Capital Securities
Mollie Carruthers
Investor Services
Preferred Capital Securities
Rehanna Thom
Investor Services