Years of Experience
5-20+ Years
SEAL BEACH, CA
4 Years Experience
0 Disclosures
ADVISOR BIO
Desiree Monet Villajin is an investment advisor representative with Fidelity Personal And Workplace Advisors. Desiree has been in the industry since April 2021. She has a Series 7TO, Series 63, Series 65, and SIE. Desiree is registered in Arizona, Arkansas, California, Nevada, Texas, and Texas. She specializes in asset allocation, portfolio management, retirement planning, mutual fund and ETF selection, and financial planning. Desiree is also a registered Investment Advisor with Fidelity Personal And Workplace Advisors.
SPECIALIZATIONS
ANAHEIM, CA
24 Years Experience
1 Disclosures
ADVISOR BIO
Desmond Daly is a registered representative and investment advisor representative with Centaurus Financial, Inc. Desmond has been in the financial services industry since 2001. Desmond has Series 7, Series 66 and SIE licenses and holds registrations in California, Florida and Washington. Desmond has specialized in working with individuals, corporations, and high-net-worth individuals. In addition to his work at Centaurus Financial, Inc., Desmond also works as an insurance agent.
SPECIALIZATIONS
LOS ANGELES, CA
13 Years Experience
0 Disclosures
ADVISOR BIO
Destin 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.
SPECIALIZATIONS
MOUNTAIN VIEW, CA
0 Disclosures
ADVISOR BIO
Destiny 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.
SPECIALIZATIONS
Cardiff By The Sea, CA
0 Disclosures
ADVISOR BIO
Destiny Hoquist is a financial advisor registered with J.p. Morgan Securities LLC. Destiny has been in the industry since August 1, 2024. Destiny is a licensed Securities Agent in California and holds the Series 63, Series 6TO, and SIE licenses.
SPECIALIZATIONS
SAN DIEGO, CA
28 Years Experience
2 Disclosures
ADVISOR BIO
Detroy Lee Womack is a registered representative with SCF Investment Advisors, Inc. Detroy has been in the securities industry since September 5, 1996. Detroy is registered in the state of California as an Investment Advisor Representative and has been with SCF Investment Advisors, Inc. since February 7, 2012. Prior to joining SCF Investment Advisors, Inc., Detroy worked at Securities America, Inc. Detroy specializes in a number of areas, including financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses.
SPECIALIZATIONS
SAN FRANCISCO, CA
0 Disclosures
ADVISOR BIO
Dev Gupta is an Investment Advisor Representative with Perigon Wealth Management, LLC. Dev has been in the industry since 2007. Dev is registered with the state of California and Texas. Dev has over 15 years of experience in the financial services industry and is committed to providing personalized financial advice and investment management services to a wide range of clients, including individuals, families, businesses, and charitable organizations.
SPECIALIZATIONS
FREMONT, CA
3 Years Experience
0 Disclosures
ADVISOR BIO
Dev Rana is an investment advisor representative at Eagle Strategies LLC. Dev is registered with the state of California, North Carolina, and Washington. Dev has been in the securities industry since 2018. Dev is also registered with FINRA as a Registered Representative. Dev holds the Series 63, Series 65 and Series 7TO licenses. Dev provides financial planning, pension consulting and educational seminars.
SPECIALIZATIONS
VENTURA, CA
20 Years Experience
0 Disclosures
ADVISOR BIO
Devan Vellios is a financial advisor with Cuso Financial Services, LP. Devan has over 19 years of experience in the financial services industry. Devan holds Series 6, 7, 63, and 66 licenses and has been registered with FINRA since 2003. Devan's expertise includes financial planning, pension consulting, and portfolio management for businesses and individuals.
SPECIALIZATIONS
WALNUT CREEK, CA
5 Years Experience
1 Disclosures
ADVISOR BIO
Deven Keith Mays is a registered representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Deven is licensed to provide securities and investment advisory services in California. Deven has been in the securities industry for over 10 years. Deven is also involved in two real estate investment businesses, M6 Realty Ventures, LLC and Opus Land Ventures, Inc.
SPECIALIZATIONS