Unclaimed
Peter Everington Jones has been a registered investment advisor since March 10, 1993. Peter is currently employed by Wellington Consulting Services Inc. and has previously worked for several other firms. Peter has been involved in the financial services industry since 1980, including working as an officer and manager for Everington Consulting, Inc. and Wellington Financial Group, Inc. Peter has a Series 7, Series 63, Series 24, and Series 4 license. Peter also holds the Certified Financial Planner designation. Wellington Consulting Services Inc. is a Registered Investment Advisor and has been in business since 1992. Wellington Consulting Services Inc. provides investment advice to individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
VA
03/10/1993 - Present
Wellington Consulting Services Inc. (CHANTILLY VA)
FL
02/17/1995 - 12/31/1998
FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED (TAMPA FL)
NA
01/19/1990 - 03/15/1995
MERIDIAN, DUNHILL & CO., INC.
AZ
11/19/1989 - 01/25/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
08/18/1986 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
03/17/1982 - 09/03/1986
DERAND INVESTMENT CORPORATION OF AMERICA
NA
11/24/1980 - 03/08/1982
DERAND INVESTMENT CORPORATION OF AMERICA
IA
Issued 05/21/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/1988
Series 4 - Registered Options Principal Examination
BC
Issued 11/12/1987
Series 24 - General Securities Principal Examination
BC
Issued 11/15/1980
Series 7 - General Securities Representative Examination
Active
Inactive
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