Steven Mattern (CRD# 7238443) is an Investment Advisor Representative working at Esi Financial Advisors in Erie, PA and has over 4 years of experience in the finance industry.
CRD# 6679950
Hbks Wealth Advisors
CRD# 6100972
Hbks Wealth Advisors
CRD# 4843777
Hbks Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Equity Services Inc. | Montpelier, VT | Mar 2023 - Current | 1 |
National Life Group | Eric, PA | Feb 2023 - Current | 1 |
Prudential Insurance Company Of America | Erie, PA | Nov 2020 - Feb 2023 | 2 |
Pruco Securities, LLC | Erie, PA | Sep 2020 - Feb 2023 | 2 |
Edward Jones | St Louis, MO | Mar 2020 - Aug 2020 | < 1 |
Reservoir Group / Als Oil & Gas / Empirica | Houston, TX | Aug 2014 - Dec 2019 | 5 |
Urban Engineers | Erie, PA | May 2016 - Feb 2017 | < 1 |
Macy's Department Store | Erie, PA | Nov 2012 - Aug 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2020 |
- PA
-
Total Assets Under Management2,125MILLIONS
-
Total Number of Accounts11,558ACCOUNTS
-
Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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