RA
Rena A. Abdalla
PRESTON WEALTH ADVISORS.
Reston, VA 20190
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CRD#: 4680182
RA
Professional summary
Rena Amal Jabbour Abdalla, who also goes by Reina Amal Jabbour, Rena Amal Jabbour, is a registered financial advisor currently at PRESTON WEALTH ADVISORS, LLC. located in Reston, Virginia.
Rena is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Rena has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Reina Amal Jabbour | Rena Amal Jabbour
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) EVERETT FINANCIAL, INC. D/B/A SUPREME LENDING/NON-INVESTMENT RELATED/WASHINGTON, DC/MORTGAGE ADVISOR, MORTGAGE LENDER/APRIL 1,
2014/DUTIES: ADVISE CLIENTS ON APPROPRIATE MORTGAGE PRODUCTS AND COMPLETE ORIGINATION OF LOAN. 2) RENA CONSULTING, LLC/NON-INVESTMENT RELATED/MCLEAN,VA/EVENT & DESIGN CONSULTING/JUNE 2014/DUTIES: WORKING WITH NON PROFIT BUSINESSES TO CREATE NETWORKING AND MARKETING EVENTS TO RAISE MONEY FOR CAUSE. SPENDS APPROXIMATELY 80 HRS/MONTH WHICH INCLUDES AFTER BUSINESS AND WEEKEND HOURS AND 5 HOURS DURING SECURITY TRADING HOURS FOR EVERETT FINANCIAL, INC. & RENA CONSULTING, LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Rena Amal Jabbour Abdalla's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 17, 2014 - Present
PRESTON WEALTH ADVISORS, LLC.
Office #1: 1886 Metro Center Drive Suite 620, Reston, VA 20190RIA
CRD#: 165983
Reston, VA
Past
December 5, 2014 - December 31, 2014
MANNA CAPITAL MANAGEMENT
BD
CRD#: 552
FALLS CHURCH, VA
Past
November 10, 2014 - December 2, 2014
MANNA CAPITAL MANAGEMENT
BD
CRD#: 552
FALLS CHURCH, VA
Past
February 16, 2007 - February 10, 2014
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
MCLEAN, VA
Past
April 7, 2004 - February 23, 2006
PROFUNDS DISTRIBUTORS, INC.
BD
CRD#: 19541
BETHESDA, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PRESTON WEALTH ADVISORS, LLC.
PRESTON WEALTH ADVISORS LLC | PRESTON WEALTH ADVISORS, LLC. | PRESTON WEALTH ADVISORS, INC.
CRD#: 165983 / SEC#: 801-81195
RIA
Registered Investment Advisory firm - (4/13/2015 Approved)District of Columbia
Registered Investment Advisory firm - (4/13/2015 Terminated)Florida
Registered Investment Advisory firm - (4/13/2015 Terminated)Maryland
Registered Investment Advisory firm - (4/15/2015 Terminated)Michigan
Registered Investment Advisory firm - (5/6/2015 Terminated)Minnesota
Registered Investment Advisory firm - (4/13/2015 Terminated)North Carolina
Registered Investment Advisory firm - (4/13/2015 Terminated)Ohio
Registered Investment Advisory firm - (4/13/2015 Terminated)Virginia
Registered Investment Advisory firm - (4/13/2015 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Virginia(7/17/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PW
PRESTON WEALTH ADVISORS, LLC.
PRESTON WEALTH ADVISORS LLC | PRESTON WEALTH ADVISORS, LLC. | PRESTON WEALTH ADVISORS, INC.
CRD#: 165983 / SEC#: 801-81195
RIA
Registered Investment Advisory firm - (4/13/2015 Approved)District of Columbia
Registered Investment Advisory firm - (4/13/2015 Terminated)Florida
Registered Investment Advisory firm - (4/13/2015 Terminated)Maryland
Registered Investment Advisory firm - (4/15/2015 Terminated)Michigan
Registered Investment Advisory firm - (5/6/2015 Terminated)Minnesota
Registered Investment Advisory firm - (4/13/2015 Terminated)North Carolina
Registered Investment Advisory firm - (4/13/2015 Terminated)Ohio
Registered Investment Advisory firm - (4/13/2015 Terminated)Virginia
Registered Investment Advisory firm - (4/13/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1886 Metro Center Drive Suite 620, Reston, VA 20190
Mailing Address
1886 Metro Center Drive Suite 620, Reston, VA 20190
Phone number
(703) 757-0419
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 381 |
| AUM (Assets Under Management) | $ 261,265,126 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/23/2024 | ||
| 08/22/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
