Steven
Guzman
Guzman Wealth Management
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About this Advisor
Steven Guzman is a financial advisor working out of Austin, Texas with a total of 4 years of relevant experience. Guzman is on the advisory team at Guzman Wealth Management. Their career trajectory has included roles at Scg Financial Services, LLC, Ameritas Investment Corp, Ames & Weinheimer Wealth Management, Security National Mortgage Corp, Weinheimer Wealth Management, Ameritas Life Insurance Corp, Mortgage Lending Solutions and Scg Financial Services, LLC Dba Guzmã¡N Wealth Management. Guzman maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Guzman Wealth Management is a registered investment business operating in Austin, Texas.
Certifications and Registrations
Years Registered*
Office Location
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Steven Guzman Work History
Steven has been registered as a financial advisor for 4 years.*
Ameritas Life Insurance Corp
Mortgage Lending Solutions
Scg Financial Services, LLC Dba Guzmã¡N Wealth Management
Scg Financial Services, LLC
Weinheimer Wealth Management
Ameritas Investment Corp
Ames & Weinheimer Wealth Management
Security National Mortgage Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Guzman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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