Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Destin? Claim Your ProfileDestin Thomas is a financial advisor with over 13 years of experience in the industry. Destin holds a variety of licenses and certifications, including Series 7, 24, 53, 63, and 65. Destin currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. Previously, Destin has worked for City National Securities, Inc. and a number of firms within the Cetera network. Destin has worked with a wide range of clients including individuals, corporations, and institutions. Destin provides a variety of financial advisory services including investment management, financial planning, and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
08/20/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LOS ANGELES CA)
CA
12/11/2020 - 05/31/2024
CITY NATIONAL SECURITIES, INC. (LOS ANGELES CA)
CA
06/06/2017 - 12/07/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
CA
11/10/2016 - 05/04/2017
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CA
11/10/2016 - 05/04/2017
CETERA ADVISORS LLC (EL SEGUNDO CA)
CA
11/10/2016 - 05/04/2017
CETERA FINANCIAL SPECIALISTS LLC (EL SEGUNDO CA)
CA
11/10/2016 - 05/04/2017
CETERA INVESTMENT SERVICES LLC (EL SEGUNDO CA)
CA
11/10/2016 - 05/04/2017
FIRST ALLIED SECURITIES, INC. (El Segundo CA)
CA
11/10/2016 - 05/04/2017
GIRARD SECURITIES, INC. (EL SEGUNDO CA)
CA
11/10/2016 - 05/04/2017
SUMMIT BROKERAGE SERVICES, INC. (EL SEGUNDO CA)
CA
08/19/2009 - 10/02/2014
NATIONAL PLANNING CORPORATION (El Segundo CA)
IA
Issued 01/08/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/14/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/19/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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