Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grayson? Claim Your ProfileGrayson Glenn Hopper is a financial advisor with Stifel, Nicolaus & Company, Inc. Grayson has been in the financial industry for over 27 years. Grayson has a diverse background, having previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America Investment Services, Inc.. Grayson is a Series 7, 10, 52, 63, 65, and 9 licensed professional. Grayson is registered to provide investment advice in 11 states. In addition to providing financial advice, Grayson is also an active member of the community. Grayson is involved with several organizations, including the Pflugerville Area Youth Soccer League and the South Texas Soccer Referees. Grayson is committed to helping 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
03/01/2019 - Present
Stifel, Nicolaus & Company, Inc. (AUSTIN TX)
TX
10/23/2009 - 03/04/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
TX
03/31/2003 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (AUSTIN TX)
MI
12/13/1995 - 04/03/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 10/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/10/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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