Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Hopper is a financial advisor with over 11 years of experience in the financial services industry. Brian is registered with LPL Financial LLC and holds multiple licenses and certifications, including Series 6, 7, 63, and 65. Prior to joining LPL Financial LLC, Brian worked with CUNA Brokerage Services, Inc. and Invest Financial Corporation. Brian provides a range of financial services to individuals, families, and businesses, including financial planning, investment management, and retirement planning.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
05/18/2022 - Present
LPL Financial LLC (SYRACUSE NY)
NY
06/10/2013 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (ROCHESTER NY)
NY
10/02/2012 - 06/04/2013
INVEST FINANCIAL CORPORATION (GENEVA NY)
NY
03/03/2011 - 09/14/2012
LPL FINANCIAL LLC (GENEVA NY)
IA
Issued 07/02/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/02/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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