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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 Kistner is a financial advisor registered with Corient. Stephen has been in the industry since 1982 and has experience working for a number of firms including Lehman Brothers Inc., Bessemer Investor Services, Inc. and Eaton Vance Distributors, Inc.. Stephen currently holds a Series 63, Series 24 and Series 7 license. Stephen has a designation as a Chartered Financial Analyst. Stephen provides services to individuals, corporations, charitable organizations, high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, insurance companies, investment companies, other investment advisors, other trusts, banking or thrift institutions and state or municipal government entities.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
MA
10/12/2022 - Present
Corient (Boston MA)
MA
03/23/2011 - 05/01/2020
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
NY
12/19/2007 - 03/09/2011
BESSEMER INVESTOR SERVICES, INC. (NEW YORK NY)
NA
05/10/1982 - 10/30/1991
LEHMAN BROTHERS INC.
BC
Issued 12/31/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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