Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Hopkins is a financial professional with over 30 years of experience in the industry. Alan is currently registered with Manchester Financial Inc. and holds a Series 7, Series 4, and Series 63 license. Alan has a history of working with various firms in the financial industry including Charles Schwab & Co., Inc., Kennedy, Cabot & Co., and Financial West Group. Alan specializes in portfolio management for individuals and businesses, financial planning, and educational seminars. Alan also provides consulting services to companies for their growth.
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.
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.
Consulting 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.
Earned based on transactions or products sold.
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.
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CA
02/27/2024 - Present
Manchester Financial Inc. (WESTLAKE VILLAGE CA)
TX
11/01/1993 - 08/11/1995
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
12/16/1992 - 10/13/1993
KENNEDY, CABOT & CO. (BEVERLY HILLS CA)
NV
07/07/1992 - 12/16/1992
FINANCIAL WEST GROUP (RENO NV)
NY
08/26/1991 - 09/18/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 07/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/1993
Series 4 - Registered Options Principal Examination
BC
Issued 08/23/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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