Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Mettenheimer is a financial advisor with over 27 years of experience in the industry. Currently, Steven is registered with MFS Fund Distributors, Inc. in Boston, Massachusetts. Before MFS Fund Distributors, Inc., Steven was registered with Pioneer Funds Distributor, Inc., Provident Advisers, Inc., PNC Brokerage Corp, and The Stuart-James Company, Inc. Steven holds the Series 63, Series 7, and SIE licenses. Steven is registered in Pennsylvania and New Jersey and is currently approved to operate in both states.
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.
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.
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2
MA
05/19/1999 - Present
MFS Fund Distributors, Inc. (BOSTON MA)
MA
07/17/1998 - 03/12/1999
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NY
12/10/1997 - 05/05/1998
PROVIDENT ADVISERS, INC. (NEW YORK NY)
PA
02/03/1995 - 02/21/1997
PNC BROKERAGE CORP (PITTSBURGH PA)
CA
04/15/1994 - 10/25/1994
MONTANO SECURITIES CORPORATION (ORANGE CA)
NA
10/22/1986 - 12/09/1986
THE STUART-JAMES COMPANY, INC.
BC
Issued 04/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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