Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Arthur Hopp is a financial advisor registered with Wells Fargo Clearing Services, LLC. Jeffrey has been in the financial services industry for over 35 years, holding a Series 7, Series 31, Series 63, and SIE licenses. Jeffrey's experience includes previous roles with UBS Financial Services Inc., Salomon Smith Barney Inc., Prudential Securities Incorporated, Shearson Lehman Hutton Inc., and E. F. Hutton & Company Inc. Jeffrey currently specializes in investments for individuals, corporations and businesses, high net worth individuals, pension and profit-sharing plans, charitable organizations, and insurance companies.
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.
Investment consulting services to institutional clients
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
PA
07/27/2007 - Present
Wells Fargo Clearing Services, LLC (LEMOYNE PA)
PA
01/26/2001 - 04/12/2007
UBS FINANCIAL SERVICES INC. (PHILADELPHIA PA)
NY
10/31/1994 - 02/05/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
03/29/1988 - 12/02/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
04/11/1988 - 05/05/1988
SHEARSON LEHMAN HUTTON INC.
NA
04/25/1986 - 04/11/1988
E. F. HUTTON & COMPANY INC
BC
Issued 05/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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