Unclaimed
Steven Mark Mammoser is an Investment Advisor Representative associated with Commonwealth Financial Network. Steven has been in the industry since 1992 and holds a Series 6, 7, 24, and 63 licenses. He has been working with Commonwealth Financial Network since October 2017 and previously worked with Investment Centers of America, Inc. and FSC Securities Corporation. Steven is a Certified Financial Planner and has a broad base of experience in various financial services. Steven offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for both businesses and individuals.
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.
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
10/17/2017 - Present
Commonwealth Financial Network (Newton IL)
IL
05/18/2001 - 10/17/2017
INVESTMENT CENTERS OF AMERICA, INC. (NEWTON IL)
GA
01/13/1994 - 05/18/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
08/08/1991 - 02/04/1992
FSC SECURITIES CORPORATION (ATLANTA GA)
NJ
08/08/1990 - 02/20/1991
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 08/17/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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