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Eric Lawrence Hopkins

SUN Life Institutional Distributors (u.s.) LLC

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About Eric Lawrence Hopkins

Eric Lawrence Hopkins is a financial advisor with Sun Life Institutional Distributors (u.s.) LLC. Eric has been in the industry since 2008. Eric has experience in Investment Company Products/Variable Contracts, General Securities, Municipal Securities and Options. Eric has Series 6, 7, 24, 26, 52TO, 53, 62, 63, 99TO, and SIE licenses.

Firm Information

Eric Hopkins is currently registered with SUN Life Institutional Distributors (u.s.) LLC. SUN Life Institutional Distributors (u.s.) LLC is a Limited Liability Company formed in 2013 and is approved to operate in all 50 states, as well as the District of Columbia, Virgin Islands, and Puerto Rico. The firm is registered with the SEC and operates as a financial services provider.

Not reported

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Eric Hopkins’s Registration & Firm History

MA

05/07/2024 - Present

SUN Life Institutional Distributors (u.s.) LLC (WELLESLEY HILLS MA)

VT

09/28/2020 - 04/30/2024

EQUITY SERVICES, INC. (MONTPELIER VT)

MA

11/15/2016 - 09/28/2020

SANTANDER SECURITIES LLC (Dorchester MA)

MA

06/07/2016 - 11/14/2016

NGAM DISTRIBUTION, L.P. (BOSTON MA)

MA

09/03/2013 - 06/03/2016

SANTANDER SECURITIES LLC (DORCHESTER MA)

MA

06/10/2011 - 08/29/2013

LPL FINANCIAL LLC (BOSTON MA)

MA

06/10/2008 - 05/13/2011

METLIFE INVESTORS DISTRIBUTION COMPANY (BOSTON MA)

MA

06/10/2008 - 05/13/2011

NEW ENGLAND SECURITIES (BOSTON MA)

MA

06/10/2008 - 05/13/2011

TOWER SQUARE SECURITIES, INC. (BOSTON MA)

MA

06/10/2008 - 05/13/2011

WALNUT STREET SECURITIES, INC. (BOSTON MA)

MA

02/20/2008 - 05/13/2011

METLIFE SECURITIES INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 06/05/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/16/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/16/2014

Series 4 - Registered Options Principal Examination

BC

Issued 09/27/2012

Series 53 - Municipal Securities Principal Examination

BC

Issued 02/15/2010

Series 24 - General Securities Principal Examination

BC

Issued 03/10/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/05/2009

Series 7 - General Securities Representative Examination

BC

Issued 02/19/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Lawrence Hopkins.
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