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Steven Harris Goldberg

Pacific Select Distributors, LLC

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About Steven Harris Goldberg

Steven Goldberg is a financial advisor registered with Pacific Select Distributors, LLC and has been in the industry since December 3, 1996. Steven has worked for a number of firms throughout his career, including Jackson National Life Distributors, LLC, Jackson National Life Distributors, Inc., National Planning Corporation and SunAmerica Securities, Inc. Steven holds the Series 6, 7, 24 and 63 licenses and is registered with the state of California. Steven is currently located at the firm's Newport Beach, CA branch office and is not registered as an Investment Advisor Representative.

Firm Information

Steven Goldberg is currently registered with Pacific Select Distributors, LLC. Pacific Select Distributors, LLC is a Limited Liability Company formed in 2015 and is registered to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

490

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Steven Goldberg’s Registration & Firm History

CA

10/25/2006 - Present

Pacific Select Distributors, LLC (NEWPORT BEACH CA)

TN

09/18/2002 - 10/09/2006

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)

TN

02/16/1999 - 05/31/2002

JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)

CA

01/25/1999 - 05/31/2002

NATIONAL PLANNING CORPORATION (LOS ANGELES CA)

NJ

07/15/1997 - 01/13/1999

SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)

AZ

07/22/1996 - 07/15/1997

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

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Licenses & Designations

BC

Issued 11/18/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/24/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/1996

Series 7 - General Securities Representative Examination

BC

Issued 07/19/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Harris Goldberg.
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