Destiny
Collins

Mwa Financial Services Inc

CRD#7418294
Investment Advisor
in Ontario, CA

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About this Advisor

Destiny Collins is a financial advisor based in Ontario, California, working with Mwa Financial Services Inc. Destiny has previously held positions at Modern Woodmen Of America, Cal State University, San Bernardino, Poke Bistro, Southern Utah University, In-N-Out Burger, Taco Bell, Chaffey Community College, Chino Hills High School, Mwa Financial Services Inc, Fed Ex Ground, and Legends Fc. Destiny has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Destiny is part of Mwa Financial Services Inc, which operates out of Ontario, California. The firm has 81 offices and 685 employees. The firm manages assets totaling $216.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Mwa Financial Services Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3350 Shelby Street Suite 330
Ontario, CA 91764

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Mwa Financial Services Inc Brokerage Details

Total Assets Under Management

$216,092,715

CA Average: $6,674,516,078
Total Number of Employees

685

CA Average: 44
Total Number of Accounts

1,432

CA Average: 2,564
Average Account Size

$150,903

CA Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Destiny Collins Work History

2023 - Present (1 year)

Legends Fc

2021 - Present (3 years)

Modern Woodmen Of America

2021 - Present (3 years)

Mwa Financial Services Inc

2022 - 2023 (1 year)

Fed Ex Ground

2017 - 2020 (3 years)

Cal State University, San Bernardino

2017 - 2017 (< 1 year)

Poke Bistro

2016 - 2016 (< 1 year)

Southern Utah University

2016 - 2016 (< 1 year)

In-N-Out Burger

2015 - 2015 (< 1 year)

Taco Bell

2015 - 2016 (1 year)

Chaffey Community College

2011 - 2015 (4 years)

Chino Hills High School

Disclosures

Please visit the SEC profile of Destiny Collins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mwa Financial Services, Inc

Lucas Hill
Greenwood, IN
Jefferey Zhu
Ontario, CA
Daryn Trogdon
Asheboro, NC
Jonathan Obest
Laguna Hills, CA
Ryan Bowling
Maumee, OH
Herman Yang
Castro Valley, CA
Brent Bice
Summerville, SC
Bryan Clifton
Cincinnati, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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