Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Gregory Hopkins is a financial advisor registered with Eagle Strategies LLC, a firm based in New York, New York. Evan has been in the financial services industry for over 10 years and holds the Series 7TO and SIE exams. He is currently registered with the Securities and Exchange Commission as a Registered Representative in Massachusetts and Rhode Island. He specializes in working with high-net-worth individuals, corporations, and charitable organizations.
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.
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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MA
09/30/2024 - Present
Eagle Strategies LLC (WALTHAM MA)
BC
Issued 08/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/11/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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