Steven Mammoser (CRD# 2083794) is an Investment Advisor Representative working at Commonwealth Financial Network in Newton, IL and has over 33 years of experience in the finance industry. Steven Mammoser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6862499
Edward Jones
CRD# 3021469
Raymond James Financial Services Advisors, Inc.
CRD# 4315714
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Oct 2017 - Current | 6 |
| Peoples State Bank | Newton, IL | Mar 1991 - Current | 33 |
| Investment Centers Of America | Newton, IL | Apr 2001 - Oct 2017 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1990 |
- IL
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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