Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Ellen Cafazzo Hopkins has been working in the financial industry since February 1986. Jean is currently registered as a Registered Representative with Oppenheimer & Co. Inc. in Texas. Jean has previously worked with Morgan Stanley, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jean is a Series 7, Series 63, and SIE licensed financial professional. Jean has a history of providing financial planning, pension consulting and portfolio management for businesses and individuals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
05/04/2023 - Present
Oppenheimer & Co. Inc. (BOSTON MA)
MA
06/01/2009 - 05/09/2023
MORGAN STANLEY (Boston MA)
MA
03/03/1997 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
NY
11/24/1986 - 03/05/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
02/19/1986 - 12/11/1986
SHEARSON LEHMAN BROTHERS INC.
BC
Issued 03/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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