Steven Jay Wright

Current Employers

Employment History

• 01/2009 → 09/2022
  The Principal Financial Group
  Roseville, CA
• 12/1997 → Present
  Principal Securities, Inc.
  Roseville, CA
• 06/2024 → Present
  Almond Valley Wealth Management
  Roseville, CA

Other Businesses

**OUTSIDE INSURANCE, SELLING FIXED LIFE INSURANCE, VARIABLE ANNUITIES THROUGH VARIOUS CARRIERS,11/28/11. **Fixed insurance, Group & Individual Health, 1/11/16. **ALMOND VALLEY WEALTH MANAGEMENT POSITION: Senior Financial Representative Principal Securities Registered Representative Financial Advisor NATURE: Marketing name used for DI, Fee Based Business Consulting, Fee Based Financial Planning and Investment Management, Financial Strategies, Life insurance, Annuities, Mutual Funds, Securities, VA, VUL, Seminars. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2024 ADDRESS: 1478 Stone Point Drive, Suite 390, Roseville CA 95661, United States DESCRIPTION: Same as above. **INSURANCE POSITION: Managing Partner NATURE: DI, Fee Based Planning, Financial Planning, Needs Analysis, Life Insurance, Annuities, Mutual Funds, Securities, VA , VUL, 404k Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/01/2024 ADDRESS: 1478 Stone Point Drive, Suite 390, Roseville CA 95661, United States DESCRIPTION: This is your standard oba/dba. All activities will be sold and represented under this oba/dba. All products sold through principal life, ppn and principal securities will be used as needed. I am not licensed for long term care, but partners are and would sell these products as needed.

Exams

• S66 Uniform Combined State Law Examination
  2000-08-31
• S63 Uniform Securities Agent State Law Examination
  1998-04-24