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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 James Pilger is a financial advisor who has been in the industry since 1986. He is currently registered with Osaic Wealth, Inc. and Alegria Asset Management. Steven specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Steven has a broad range of experience in the financial services industry, having worked with a variety of clients, including individuals, businesses, and charitable organizations. Steven is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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2
WA
06/17/2021 - Present
Osaic Wealth, Inc. (YAKIMA WA)
NA
01/09/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
04/25/1986 - 10/05/1987
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
NA
11/28/1984 - 06/19/1986
PRUCO SECURITIES CORPORATION
IA
Issued 11/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/27/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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