Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Walter MacK is a financial advisor with over 40 years of experience in the industry. Stephen is a registered representative of Mack Investment Securities, Inc. and has held various leadership roles within the firm. Stephen's expertise includes portfolio management, financial planning, and market timing services. He is also a Certified Financial Planner.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
03/08/2023 - Present
MacK Investment Securities, Inc. (NORTHFIELD IL)
NA
02/19/1986 - 04/25/1986
PBS SECURITIES, INC.
NA
01/29/1986 - 02/10/1986
MFS BROKERAGE SERVICES, INC.
NA
10/02/1981 - 01/31/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 08/27/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 03/10/1986
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/06/1986
Series 24 - General Securities Principal Examination
BC
Issued 03/03/1986
Series 4 - Registered Options Principal Examination
BC
Issued 09/02/1983
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 10/22/1981
Series 5 - Interest Rate Options Examination
BC
Issued 08/15/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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