Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven George Wilson is a financial advisor with Valic Financial Advisors, Inc., with experience in the financial services industry since November 17, 2016. Steven is registered with the state of Virginia as an investment advisor representative and is licensed to sell securities in Virginia, Montana, and North Carolina. Steven's services include portfolio management, financial planning, and selection of other advisors.
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.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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
MD
12/14/2017 - Present
Valic Financial Advisors, Inc. (LINTHICUM HEIGHTS MD)
IA
Issued 12/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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