Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Jeffrey Hopp is a registered investment advisor representative with Hartford Funds. Curtis has been in the industry since July 13, 2014 and is currently registered with Hartford Funds. Previous employers include WELLS FARGO CLEARING SERVICES, LLC. Curtis is registered in six states: California, Indiana, North Carolina, Pennsylvania, South Carolina, and Pennsylvania. Curtis has Series 7, Series 66 and SIE licenses. Curtis specializes in providing investment advice to states in connection with 529 plans and model recommendations.
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.
Helps you choose top advisors aligned with your financial goals.
Strategic management for diversified investment portfolios.
Registrant provides investment advice to states in connection with 529 plans and model recommendations
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.
Fees related to 529 plans and model recommendations.
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2
PA
06/01/2018 - Present
Hartford Funds (WAYNE PA)
PA
06/16/2014 - 05/03/2018
WELLS FARGO CLEARING SERVICES, LLC (HARRISBURG PA)
BOTH
Issued 08/07/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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