Steven Guzman

Current Employers

Employment History

• 06/2010 → Present
  Scg Financial Services, Llc
  Austin, TX
• 11/2012 → 07/2019
  Ameritas Investment Corp.
  Lincoln, NE
• 04/2011 → 08/2018
  Security National Mortgage Corp.
  Austin, TX
• 04/2015 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 05/2015 → Present
  Mortgage Lending Solutions
  Austin, TX
• 05/2015 → Present
  Scg Financial Services, Llc Dba Guzmã¡N Wealth Management
  Austin, TX

Previous Registrations

• 2014-01-23 → 2019-08-06
  Ameritas Investment Company, Llc
  Austin, TX
  Austin, TX

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * SCG FINANCIAL SERVICES, LLC; SAME AS BRANCH; INV REL; LLC FOR TAX PURPOSES; PRESIDENT/OWNER; START DATE=06/2010; HRS/MO=0; TRADING HRS/MO=0; DIRECTOR/OWNER; * SCG FINANCIAL SERVICES, LLC DBA GUZMAN WEALTH MANAGEMENT; SAME AS BRANCH; INV REL; SALES OF ALL INSURANCE PRODUCTS TO INCLUDE ANNUITIES, LIFE INSURANCE LONG TERM CARE AND DISABILITY; PRESIDENT AND OWNER; START DATE=06/2015; HRS/MO=160; TRADING HRS/MO=120; SOLICIT BUSINESS TO PROSPECT NEW CLIENTS FOR WEALTH AND ESTATE MANAGEMENT AND BUSINESS SUCCESSION PLANNING COORDINATION * Mortgage Lending Solutions; same as branch; non-inv rel; mortgage lending for home loans; Loan Officer; start date=05/2015; hrs/mo=48; trading hrs/mo=48; origination of home loans for buyers seeking a mortgage loan *Nimbul, LLC; non-investment related; Austin, TX; experimental software, research & development phase; Owner; start date 11/2024; hrs/mo=45; trading hrs/mo=0; work with developer on project for viability

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-01-13
• S63 Uniform Securities Agent State Law Examination
  2010-01-24

Other Names

• Steve Guzman