Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keaton? Claim Your ProfileKeaton Spencer Hoppe is a registered investment advisor representative with Cavanal Hill Investment Management, Inc. Keaton has been in the industry since June of 2013, and is registered with the state of Texas, as well as Arizona, Arkansas, Colorado, Kansas, Missouri, New Mexico, and Oklahoma. Keaton has passed the Uniform Investment Adviser Law Examination (Series 65) and the Securities Industry Essentials Examination (SIE).
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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TX
11/21/2014 - Present
Cavanal Hill Investment Management, Inc. (RICHARDSON TX)
TX
10/16/2014 - 12/19/2016
BOK FINANCIAL SECURITIES, INC. (RICHARDSON TX)
IA
Issued 11/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2014
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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