Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eva? Claim Your ProfileEva Hooper is a financial advisor with Avantax Advisory Services. Eva has been in the financial industry for eight years and has experience with a variety of firms, including J.P. Morgan Securities LLC and NYLIFE Securities LLC. Eva has expertise in financial planning, pension consulting, and portfolio management for individuals and businesses. Eva is a registered representative in South Carolina and Texas.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
12/12/2022 - Present
Avantax Advisory Services (DALLAS TX)
TX
11/17/2021 - 11/26/2022
J.P. MORGAN SECURITIES LLC (Plano TX)
TX
02/29/2016 - 11/22/2021
NYLIFE SECURITIES LLC (DALLAS TX)
TX
12/23/2014 - 06/05/2015
EDWARD JONES (FARMERS BRANCH TX)
BOTH
Issued 01/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Eva Hooper is the right advisor for you? Invested Better is here to help.
