Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Destiny? Claim Your ProfileDestiny Elysse Serna is a registered investment advisor representative. Destiny currently works for Wealth Architects, LLC in Mountain View, CA. Destiny's career began in 2016 and has a history of employment at both Baird & Co. and Wealth Architects. Destiny has a Series 66, Series 7, and SIE. Destiny is currently registered in California.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
Investment consulting
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.
A percentage of the total value of assets under management is charged.
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CA
01/02/2019 - Present
Wealth Architects, LLC (MOUNTAIN VIEW CA)
WA
05/02/2017 - 03/09/2018
ROBERT W. BAIRD & CO. INCORPORATED (Seattle WA)
BOTH
Issued 06/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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