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
Jason Niziol
Head Trader
Preferred Capital Securities
Mollie Carruthers
Investor Services
Preferred Capital Securities
Rehanna Thom
Investor Services