Destiny Collins (CRD# 7418294) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Ontario, CA and has over 2 years of experience in the finance industry.
CRD# 6232434
Bluepoint Wealth Advisors
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Legends Fc | Norco, CA | Jul 2023 - Current | < 1 |
Mwa Financial Services Inc. | Rock Island, IL | Aug 2021 - Current | 2 |
Modern Woodmen Of America | Rock Island, IL | Feb 2021 - Current | 3 |
Fed Ex Ground | Bloomington, CA | Jul 2022 - Jan 2023 | < 1 |
Cal State University, San Bernardino | San Bernardino, CA | Aug 2017 - Dec 2020 | 3 |
Poke Bistro | Ontario, CA | Feb 2017 - Jul 2017 | < 1 |
Southern Utah University | Cedar City, UT | Aug 2016 - Nov 2016 | < 1 |
In-n-out Burger | Ontario, CA | Jan 2016 - Jul 2016 | < 1 |
Chaffey Community College | Rancho Cucamonga, CA | Aug 2015 - Apr 2016 | < 1 |
Taco Bell | Chino, CA | Jul 2015 - Dec 2015 | < 1 |
Chino Hills High School | Chino Hills, CA | Aug 2011 - Jun 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2021 |
S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- CA
-
Total Assets Under Management216MILLIONS
-
Total Number of Accounts1,432ACCOUNTS
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Average Account Value$150,903
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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