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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 William Pugh is an investment advisor representative with Osaic Wealth, Inc. Steven has over 24 years of experience in the financial industry. Steven specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. Steven also offers educational seminars to clients. Steven is registered with the state of California and is also licensed to sell life insurance. Steven is a highly experienced and qualified financial advisor who can help you achieve your 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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CA
01/24/2025 - Present
Osaic Wealth, Inc. (SAN RAMON CA)
CA
08/08/2006 - 05/10/2007
MML INVESTORS SERVICES, INC. (WALNUT CREEK CA)
CA
10/21/1998 - 08/08/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (SAN RAMON CA)
IN
10/21/1998 - 04/07/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 10/23/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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