Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Louis Wirick is a financial advisor who has been in the industry since 1986. Steven has a long and varied career in the financial services industry, having previously worked at AIG Retirement Advisors, Inc. and The Variable Annuity Marketing Company. Steven currently holds Series 6 and Series 63 licenses and is registered with Cambridge Investment Research Advisors, Inc. Steven is based in Sugar Land, TX and works with individuals, charitable organizations, and pension plans. Steven offers a range of financial services including financial planning, pension consulting, educational seminars, and portfolio management. Steven is committed to providing personalized service and helping clients reach 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
05/02/2008 - Present
Cambridge Investment Research Advisors, Inc. (SUGAR LAND TX)
TX
05/02/2008 - 04/28/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (SUGAR LAND TX)
TX
01/14/1999 - 05/19/2008
AIG RETIREMENT ADVISORS, INC. (GALVESTON TX)
TX
08/27/1986 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 06/20/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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