Steven Guzman (CRD# 5551845) is an Investment Advisor Representative working at Guzman Wealth Management in Austin, TX and has over 14 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Mortgage Lending Solutions | Austin, TX | May 2015 - Current | 8 |
Scg Financial Services, Llc Dba Guzmã¡n Wealth Management | Austin, TX | May 2015 - Current | 8 |
Ameritas Life Insurance Corp | Lincoln, NE | Apr 2015 - Current | 9 |
Scg Financial Services, LLC | Austin, TX | Jun 2010 - Current | 13 |
Ameritas Investment Corp. | Lincoln, NE | Nov 2012 - Jul 2019 | 6 |
Security National Mortgage Corp. | Austin, TX | Apr 2011 - Aug 2018 | 7 |
Weinheimer Wealth Management | Austin, TX | Jun 2014 - Apr 2015 | < 1 |
Ames & Weinheimer Wealth Management | Austin, TX | Nov 2012 - Jun 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2010 |
S65 | NASAA Investment Advisors Law Examination | Jan 2014 |
- TX
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Total Assets Under Management13MILLIONS
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Total Number of Accounts33ACCOUNTS
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Average Account Value$407,530
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
TX
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