Unclaimed
Michael Kiper is an investment advisor representative at SPC, with over 25 years of experience in the financial services industry. Michael has a strong background in financial planning, portfolio management and pension consulting. Michael is also a registered investment advisor with both the state of Indiana and Texas. Prior to joining SPC, Michael was employed at Morgan Stanley DW INC. for over five years. Michael has extensive experience working with individuals, families, businesses, and charitable organizations. Michael’s experience and dedication to his clients make him a valuable resource for anyone seeking financial advice.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consultation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
03/15/2021 - Present
SPC (ANN ARBOR MI)
NY
09/12/1997 - 11/27/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 10/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 09/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Michael Kiper is the right advisor for you? Invested Better is here to help.