Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Destiny? Claim Your ProfileDestiny Nicole Lee is a registered investment advisor representative with Capital Client Group, Inc. Destiny is a securities professional with experience in the financial industry. Destiny is licensed to provide investment advice in Indiana and other states. Destiny has been registered with the Securities and Exchange Commission (SEC) since 2020. Destiny has held previous positions with Fidelity Brokerage Services LLC and Charles Schwab & Co., Inc.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
IN
06/27/2022 - Present
Capital Client Group, Inc. (CARMEL IN)
IN
10/05/2020 - 05/31/2022
FIDELITY BROKERAGE SERVICES LLC (INDIANAPOLIS IN)
IN
07/19/2019 - 09/18/2020
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
BOTH
Issued 01/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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