Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Charles Wilson is a registered investment advisor representative with Capital Client Group, Inc.. Steven Wilson has been in the industry since October 13, 1995 and has a total of 2 approved state registrations including California and Michigan. Steven Wilson is also registered as an investment advisor representative in California.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
CA
05/22/2013 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
MA
03/28/1995 - 12/12/2001
SELIGMAN ADVISORS, INC. (BOSTON MA)
TX
02/15/1995 - 03/16/1995
VAN KAMPEN/AMERICAN CAPITAL DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 11/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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