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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Gold is a financial advisor with Western International Securities, Inc. Steven has been in the financial services industry since 1991 and is registered in 5 states. Steven is also registered as an Investment Advisor Representative in California. Steven's office is located at 900 E. Hamilton Ave., Ste. 100 in Campbell, CA. The firm has its main office located at 70 S. LAKE AVE., STE. 700, in Pasadena, CA. Western International Securities, Inc. specializes in portfolio management for individuals, portfolio management for businesses and financial planning.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
CA
01/01/2025 - Present
Western International Securities, Inc. (Campbell CA)
CA
06/13/2005 - 02/08/2010
FIRST ALLIED SECURITIES, INC. (TIBURON CA)
CA
09/14/1995 - 06/13/2005
ROUND HILL SECURITIES, INC. (ALAMO CA)
CA
01/27/1993 - 09/30/1994
DAKIN SECURITIES CORPORATION (SAN FRANCISCO CA)
CA
07/25/1989 - 10/11/1991
DABNEY/RESNICK AND WAGNER, INC. (BEVERLY HILLS CA)
BOTH
Issued 03/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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