Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Duane Wilson is a financial advisor with over 20 years of experience in the financial services industry. Steven Wilson is currently registered with Pacific Select Distributors, LLC in Newport Beach, California. Steven Wilson has previously worked for a number of other firms including MetLife Investors Distribution Company, AXA Distributors, LLC, Planco Financial Services, Inc. and Lincoln Financial Advisors Corporation. Steven Wilson holds Series 6, 7, 63 and 65 licenses as well as the SIE exam.
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.
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.
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2
CA
10/05/2012 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
NY
04/20/2011 - 09/18/2012
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
NC
08/03/2005 - 08/02/2010
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
CT
03/21/2003 - 08/11/2005
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
FL
10/17/2001 - 03/26/2003
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NY
02/08/2000 - 10/03/2001
ING FURMAN SELZ FINANCIAL SERVICES LLC (NEW YORK NY)
NY
10/13/1999 - 02/08/2000
ING BARINGS LLC (NEW YORK NY)
IN
03/02/1998 - 01/21/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/02/1998 - 01/21/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 06/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/25/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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