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WD

Will R. Dixon

VELES SECURITIES
LAKE IN THE HILLS, IL 60156
CRD#: 8152185
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WD
Will Robert DixonVELES SECURITIES

Professional summary

Will Robert Dixon, who also goes by Will Dixon, is a registered financial professional currently at VELES SECURITIES located in Lake In The Hills, Illinois.

Will is registered as a RR (Registered Representative) and started their career in finance in 2025. Will has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Will Dixon

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Will Robert Dixon's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 10, 2026 - Present

VELES SECURITIES

Office #1: 530 Wedgewood Circle, Lake In The Hills, IL 60156
BD
CRD#: 332495
LAKE IN THE HILLS, IL
Past

October 7, 2025 - January 22, 2026

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
OAK BROOK, IL
Past

September 20, 2025 - January 22, 2026

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
OAK BROOK, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(2/10/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/5/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/19/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/6/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

VS
VELES SECURITIES
VELES SECURITIES | VELES SECURITIES LLC

CRD#: 332495 / SEC#: , 8-71288

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
530 Wedgewood Circle, Lake In The Hills, IL 60156
Mailing Address
530 Wedgewood Circle, Lake In The Hills, IL 60156
Phone number
(347) 559-5051
Established
Delaware since 06/05/2024
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (5 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
VELES HOLDINGS LLCOWNER
FITZGERALD, HEATHER MARIEFINOP4427665
PASSMAN, LEXINE HCFO7320529
PAVLOVIC, GIANLUCACEO7320845
SMULEVITZ, CHARLESCCO5099387

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VELES SECURITIES

CRD#: 332495Lake In The Hills, IL 60156

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