Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Katherine Hopkins is an Investment Advisor Representative at Prime Capital Financial. Emily has over 10 years of experience in the financial services industry, specializing in providing financial planning and portfolio management services to individuals, families, and businesses. Emily is registered with the state of Texas. She holds the Series 6, Series 63, and Series 65 licenses. Emily is committed to helping her clients achieve their financial goals.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
10/22/2020 - Present
Prime Capital Financial (OVERLAND PARK KS)
TX
10/26/2016 - 07/06/2017
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
IA
Issued 10/22/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Emily Hopkins is the right advisor for you? Invested Better is here to help.
