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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Ripic is an Investment Advisor Representative with Mariner Wealth Advisors, located in Newport Beach, California. Stephen has been in the industry since 1996 and has experience working with high-net-worth individuals, families, charitable organizations, and other business entities. Stephen holds a Series 6, 7, 24, 63, and 65 licenses, as well as a Series 4 license. Stephen also holds a Series 99TO and SIE license. Stephen is a Registered Investment Advisor with the state of California. Stephen has been with Mariner Wealth Advisors since December 2024.
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.
Family office 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.
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2
CA
12/06/2024 - Present
Mariner Wealth (Newport Beach CA)
CA
10/15/2010 - 12/31/2019
CAPITAL SYNERGY PARTNERS (IRVINE CA)
CA
01/07/2000 - 11/04/2011
FINANCIAL WEST GROUP (IRVINE CA)
CT
10/24/1996 - 07/13/1999
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
NJ
10/10/1995 - 02/29/1996
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 09/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2011
Series 4 - Registered Options Principal Examination
BC
Issued 03/19/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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