Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Mattar has been in the financial services industry since 1993. Stephen is currently registered with SPC and is licensed in 13 states. Stephen has a wide range of experience in the financial services industry, including financial planning, investment management, and insurance. Stephen is committed to providing his clients with personalized financial advice that meets their individual needs. Stephen is a Chartered Financial Consultant and has passed the SIE, Series 6, and Series 63 examinations. In addition to his work at SPC, Stephen is also a President--Owner of Mattar Financial Corporation, and an Independent Insurance Agent for Corporate Benefits Solutions LLC.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
05/02/2011 - Present
SPC (ANN ARBOR MI)
MI
08/07/1997 - 05/05/2011
ING FINANCIAL PARTNERS, INC. (TROY MI)
FL
07/09/1996 - 08/06/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
NY
04/14/1993 - 07/02/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 04/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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