Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Richard Burdick is an Investment Advisor Representative at Osaic Wealth, Inc. located in Arroyo Grande, California. Steven has been in the financial services industry since 1993. Steven has a broad range of experience, having worked at several firms including Securities America, Inc., AIG Retirement Advisors, Inc., and The Variable Annuity Marketing Company. Steven is registered with the state of California as an Investment Advisor Representative.
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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CA
06/14/2024 - Present
Osaic Wealth, Inc. (SACRAMENTO CA)
CA
12/23/2008 - 06/14/2024
SECURITIES AMERICA, INC. (ARROYO GRANDE CA)
CA
12/21/1998 - 01/09/2009
AIG RETIREMENT ADVISORS, INC. (GLENDALE CA)
TX
03/25/1993 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IL
09/02/1999 - 11/15/2000
GATEWAY INVESTMENT SERVICES, INC. (OAK PARK IL)
IA
Issued 04/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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