Unclaimed
Destiny Sweatt is a financial professional registered with PFS Investments Inc. based in San Antonio, Texas. Destiny has been in the industry since February 8, 2023. Destiny's licenses and registrations include Series 7TO, Series 66 and SIE. Destiny was previously registered with Citigroup Global Markets Inc. and American Funds Distributors, 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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
08/13/2024 - Present
PFS Investments Inc. (SAN ANTONIO TX)
TX
02/20/2024 - 05/29/2024
CITIGROUP GLOBAL MARKETS INC. (San Antonio TX)
TX
11/21/2022 - 01/16/2024
AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)
BOTH
Issued 02/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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