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Destiny Sweatt

PFS Investments Inc.

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About Destiny Sweatt

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..

Firm Information

Destiny Sweatt is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Destiny Sweatt’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Destiny Sweatt. Review regulatory record here.
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