Steven J Mattern

Current Employers

Employment History

• 03/2020 → 08/2020
  Edward Jones
  St Louis, MO
• 08/2014 → 12/2019
  Reservoir Group / Als Oil & Gas / Empirica
  Houston, TX
• 05/2016 → 02/2017
  Urban Engineers
  Erie, PA
• 09/2020 → 02/2023
  Pruco Securities, Llc.
  Erie, PA
• 11/2020 → 02/2023
  Prudential Insurance Company Of America
  Erie, PA
• 02/2023 → 11/2024
  National Life Group
  Erie, PA
• 03/2023 → 11/2024
  Equity Services Inc
  Montpelier, VT
• 11/2024 → 04/2026
  Amfg Wealth Management Llc
  Westlake, OH
• 08/2026 → Present
  Cetera Wealth Services
  Armonk, NY
• 05/2026 → 08/2026
  Unemployed
  Lakewood, OH
• 02/2024 → Present
  Tradeline Club
  Lakewood, OH
• 07/2026 → Present
  Rover
  Lakewood, OH
• 07/2026 → Present
  Wag
  Lakewood, OH
• 08/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-11-19 → 2026-04-21
  Amfg Wealth Management Llc
  Westlake, OH
• 2023-03-07 → 2024-11-15
  Equity Services, Inc.
  Erie, PA
  White Plains, NY
  Erie, PA
  Latham, NY
• 2020-11-10 → 2023-03-09
  Pruco Securities, Llc.
  Canonsburg, PA
  Erie, PA
• 2020-06-22 → 2020-08-24
  Edward Jones
  Erie, PA
  St Louis, MO
  Erie, PA

Other Businesses

1. NAME OF OTHER BUSINESS: SENTINEL FINANCIAL SOLUTIONS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 07/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES THROUGH CETERA; 2. NAME OF OTHER BUSINESS: TRADELINE CLUB INVESTMENT RELATED: NO ADDRESS: LAKEWOOD, OH 44107 NATURE OF BUSINESS: CREDIT PIGGYBACKING START DATE: 02/2024 POSITION/TITLE/RELATIONSHIP: CONSULTANT APX NUMBER OF HOURS PER WEEK: .25 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: LEND LINE OF CREDIT IN ACCORDANCE WITH FAIR DEBT ACT; 3. NAME OF OTHER BUSINESS: ROVER INVESTMENT RELATED: NO ADDRESS: LAKEWOOD, OH 44107 NATURE OF BUSINESS: PET CARE START DATE: 07/2026 POSITION/TITLE/RELATIONSHIP: DOG WALKER / CARETAKER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: WALKING DOGS, MAKING SURE THEY GET OUTSIDE OR FED AS NEEDED; 4. NAME OF OTHER BUSINESS: WAG INVESTMENT RELATED: NO ADDRESS: LAKEWOOD, OH 44107 NATURE OF BUSINESS: PET CARE START DATE: 07/2026 POSITION/TITLE/RELATIONSHIP: DOG WALKER APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: DOG WALKS AND VISITS;

Exams

• S66 Uniform Combined State Law Examination
  2020-06-19

Other Names

• Steven Joseph Mattern