Unclaimed
Robert James Alexander is an investment advisor representative with Wellington Consulting Services Inc. Robert has been working in the financial industry since October 2007. Robert is registered with the state of Virginia and holds a Series 65 license. Wellington Consulting Services Inc. is headquartered in Chantilly, VA. The firm provides financial planning, pension consulting, and portfolio management services.
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.
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VA
02/18/2009 - Present
Wellington Consulting Services Inc. (CHANTILLY VA)
IA
Issued 01/28/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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