Stephen Mack, financial advisor Palatine IL
96 score

Stephen Mack

CRD Number: 1007322
Current Firm: Mack Investment Securities, Inc.

Stephen Mack (CRD# 1007322) is an Investment Advisor Representative working at Mack Investment Securities, Inc. in Palatine, IL and has over 35 years of experience in the finance industry. Stephen Mack 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.

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Professional Designations
Company Name Location Dates Years
Mack Investment Securities, Inc. Glenview, IL Apr 1986 - Current 30
#ia Mack Investment Securities, Inc. Glenview, IL Apr 1986 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1981
Contact Info for Stephen W. Mack
Phone Number: 847-657-6600
Registered State(s):
  • IL
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Market timing services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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