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Steven Robert Storlie

Pimco Investments LLC

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About Steven Robert Storlie

Steven Storlie is a financial professional with over 25 years of experience in the industry. Currently, Steven is registered with Pimco Investments LLC. Prior to this, Steven has held positions at Allianz Global Investors Distributors LLC, Sun Life Financial Distributors, Inc., AIG SunAmerica Capital Services, Inc., UBS Financial Services Inc., Dain Rauscher Incorporated, and Everen Securities, Inc. Steven holds Series 7, Series 63, and Series 65 licenses. Steven is currently registered in Arizona, California, Florida, Idaho, Montana, New York, Oregon, Texas, Washington, and Wyoming.

Firm Information

Steven Storlie is currently registered with Pimco Investments LLC. Pimco Investments LLC is a Limited Liability Company formed in 2010. The firm is registered to provide investment advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

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 Storlie’s Registration & Firm History

CA

02/14/2011 - Present

Pimco Investments LLC (NEWPORT BEACH CA)

NY

06/23/2008 - 02/14/2011

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)

MA

03/29/2005 - 06/19/2008

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

NJ

12/18/2003 - 02/25/2005

AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)

NJ

05/18/2001 - 01/12/2004

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NY

09/11/1998 - 06/01/2001

DAIN RAUSCHER INCORPORATED (NEW YORK NY)

MO

04/08/1997 - 09/14/1998

EVEREN SECURITIES, INC. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 07/23/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/24/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Robert Storlie.
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