Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Douglas Dix is a registered Investment Advisor Representative in Virginia with Wellington Consulting Services Inc. Stephen has been in the industry since 1987 and has a broad range of experience, having worked with various firms throughout their history. Stephen is currently active in Virginia and is not active in any other states. Stephen has passed the Series 6, 7, 63, and 65 exams. Wellington Consulting Services Inc. specializes in providing investment advisory services to individuals, businesses and pension plans. The firm's offices are located in Chantilly, VA.
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
02/25/2000 - Present
Wellington Consulting Services Inc. (CHANTILLY VA)
FL
01/18/1995 - 08/08/1997
FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED (TAMPA FL)
NA
01/10/1994 - 07/11/1995
MERIDIAN, DUNHILL & CO., INC.
NE
03/27/1992 - 01/06/1994
WATERHOUSE SECURITIES, INC. (OMAHA NE)
NA
09/04/1990 - 10/02/1991
MERIDIAN ASSOCIATES, INC.
NA
07/15/1987 - 10/01/1987
FIRST INVESTORS CORPORATION
IA
Issued 01/19/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/1990
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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