Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Robert Wiper is a financial advisor with over 30 years of experience in the industry. Stephen is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. Prior to this, Stephen was with BANCNORTH INVESTMENT GROUP, INC., CCO INVESTMENT SERVICES CORP., FIS SECURITIES, INC. and NYLIFE SECURITIES INC. Stephen has a strong track record of success and is committed to providing his clients with personalized financial advice. Stephen offers a variety of financial services, including financial planning, portfolio management, and selection of other advisers.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
MA
10/18/2016 - Present
Tiaa-Cref Individual & Institutional Services, LLC (HYANNIS MA)
MA
06/05/2006 - 08/22/2007
BANCNORTH INVESTMENT GROUP, INC. (SANDWICH MA)
MA
03/20/2000 - 06/01/2006
CCO INVESTMENT SERVICES CORP. (PLYMOUTH MA)
MA
12/24/1996 - 03/20/2000
FIS SECURITIES, INC. (BOSTON MA)
NY
01/29/1993 - 01/01/1997
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 06/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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