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Mary Velia kralis Hoppe

Pimco Investments LLC

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About Mary Velia kralis Hoppe

Mary Velia kralis Hoppe has been in the financial services industry since March 10, 1992. Mary is currently registered with Pimco Investments LLC. Previously, Mary was registered with AllianceBernstein Investments, Inc., Phoenix Equity Planning Corporation, PXP Securities Corp., Fiduciary Investment Company, Inc., and Evergreen Investment Services, Inc.. Mary holds Series 6, 7, 63 and 65 licenses and a SIE certification. Mary is licensed in California, Connecticut, Florida, Maine, Massachusetts, New Hampshire, New York, Rhode Island, Texas and Vermont.

Firm Information

Mary Hoppe is currently registered with Pimco Investments LLC. Pimco Investments LLC is a Limited Liability Company formed in 2010. The firm is registered to provide investment advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Mary Hoppe’s Registration & Firm History

NY

01/27/2012 - Present

Pimco Investments LLC (NEW YORK NY)

NY

04/13/2005 - 01/23/2012

ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)

CT

12/14/1999 - 10/13/2004

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

CT

11/17/1995 - 12/13/1999

PXP SECURITIES CORP. (HARTFORD CT)

MA

09/09/1991 - 12/18/1995

FIDUCIARY INVESTMENT COMPANY, INC. (BOSTON MA)

NC

04/27/1993 - 11/28/1995

EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 01/16/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/06/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/09/1995

Series 7 - General Securities Representative Examination

BC

Issued 09/06/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mary Velia kralis Hoppe.
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