Unclaimed
Kevin Hopperton is a financial advisor in Montgomery, OH. Kevin Hopperton is registered with Fifth Third Securities, Inc. and has been in the industry since April 2015. Kevin Hopperton has passed the Series 63, 66, and 7 exams. Kevin Hopperton is also a Certified Financial Planner. Kevin Hopperton has experience working with individuals, high-net-worth individuals, corporations, trusts, pensions and charitable organizations. Kevin Hopperton is licensed to provide financial advice in Florida, Georgia, Kentucky, Massachusetts, New Jersey, North Carolina, Ohio, South Dakota, Tennessee, Texas, and Washington.
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.
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.
Sponsor wrap fee program
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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2
OH
05/11/2017 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
KY
04/06/2015 - 05/09/2017
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 9/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/6/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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