Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Mattern is a financial professional with over 3 years of experience in the financial services industry. Steven is currently registered with Amfg Wealth Management LLC as a Registered Representative. Prior to his current role, Steven was registered with Pruco Securities, LLC and Edward Jones. Steven holds Series 66, Series 7TO, and SIE licenses. Steven's primary focus is on providing financial planning and portfolio management services to individuals, corporations, and pension plans.
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.
A percentage of the total value of assets under management is charged.
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2
OH
11/19/2024 - Present
Amfg Wealth Management LLC (WESTLAKE OH)
PA
10/12/2020 - 03/09/2023
PRUCO SECURITIES, LLC. (ERIE PA)
PA
05/22/2020 - 08/24/2020
EDWARD JONES (ERIE PA)
BOTH
Issued 06/19/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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