Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Hopkins is a registered representative with Eagle Strategies LLC. Evan is licensed in Massachusetts and Rhode Island. Evan has been in the industry since 2024. Evan has passed the General Securities Representative Examination and the Securities Industry Essentials Examination. Evan has worked for a number of companies in the financial services industry including New York Life Insurance Company and NYLIFE Securities LLC. Evan has experience working with a variety of clients including 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 8/1/2024
Series 7TO - General Securities Representative Examination
BC
Issued 7/11/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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