Unclaimed
Angela Hopkins is a Registered Representative with Capitol Securities Management, Inc., with offices in Morristown, NJ and Melville, NY. Angela is also a Registered Investment Advisor in the state of New Jersey. Angela has been in the securities industry since 2006. Angela holds the Series 66, Series 7, and SIE licenses. Angela specializes in financial planning, pension consulting, and portfolio management.
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.
1
2
NJ
04/24/2009 - Present
Capitol Securities Management, Inc. (Morristown NJ)
NJ
05/05/2006 - 05/13/2009
UBS FINANCIAL SERVICES INC. (FLORHAM PARK NJ)
BOTH
Issued 06/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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