Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael David Hopkins has been in the financial services industry since September 17, 2000. Michael is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since June 2011. Before joining Wells Fargo, Michael worked for Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated and A. G. Edwards & Sons, Inc. Michael holds the Series 7, Series 31, Series 63, Series 65 and SIE licenses. Michael's practice focuses on investment consulting services to institutional clients, financial planning, portfolio management for businesses, and portfolio management for 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.
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
FL
03/17/2016 - Present
Wells Fargo Clearing Services, LLC (THE VILLAGES FL)
FL
06/01/2009 - 07/25/2011
MORGAN STANLEY SMITH BARNEY (THE VILLAGES FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (THE VILLAGES FL)
FL
06/10/2005 - 04/02/2007
MORGAN STANLEY DW INC. (THE VILLAGES FL)
MO
09/18/2000 - 06/21/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 10/23/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/09/2000
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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