Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Wellington is a financial advisor with MWA Financial Services Inc. He has over 20 years of experience in the industry and holds licenses in both Illinois and Texas. Steven's experience encompasses a wide range of financial services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Steven has achieved the Certified Financial Planner designation and holds Series 6, 7, 24 and 66 licenses. He has worked with various clients, including individuals, high-net-worth individuals, businesses, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
10/31/2013 - Present
MWA Financial Services Inc. (Sugar Grove IL)
IL
04/24/1999 - 02/15/2011
SECURITIES AMERICA, INC. (SAINT CHARLES IL)
IL
03/09/1998 - 10/02/1998
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
BOTH
Issued 04/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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