Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brittney? Claim Your ProfileBrittney Leigh Hopkins is a financial advisor working at Fidelity Personal and Workplace Advisors. Brittney has been working in the financial services industry for over 6 years. Brittney is registered to provide financial advice in 52 states, and holds Series 7, 63, and 65 securities licenses as well as the SIE exam. Brittney has previous experience working at USAA Financial Advisors, Inc., Northwestern Mutual Investment Services, LLC, and Ameriprise Financial Services, Inc. Brittney specializes in providing financial advice to high net worth individuals, corporations, and pension and profit sharing plans.
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.
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.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
01/09/2017 - 03/08/2018
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
MN
04/13/2016 - 06/27/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LAKE ELMO MN)
MN
08/12/2015 - 03/29/2016
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
TX
09/23/2013 - 06/05/2015
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IA
Issued 02/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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