Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neva? Claim Your ProfileNeva Elyse Hagopian is a financial advisor with Rockefeller Financial LLC and Rockefeller Capital Management. Neva has been a financial advisor since 1987. Neva has over 35 years of experience in the financial services industry. Neva has a Series 63, Series 65, Series 7 and SIE licenses. Neva provides financial planning services to individuals, businesses, pension and profit sharing plans, charitable organizations, and high-net-worth individuals. Neva also provides portfolio management services for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
GA
11/12/2021 - Present
Rockefeller Financial LLC (ATLANTA GA)
FL
02/17/2021 - 11/14/2021
TRUIST INVESTMENT SERVICES, INC. (Palm Beach FL)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
06/12/2009 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (MCLEAN VA)
VA
11/24/2003 - 06/15/2009
WELLS FARGO ADVISORS, LLC (MCLEAN VA)
NY
10/17/1997 - 11/26/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/16/1989 - 10/21/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/28/1988 - 02/28/1989
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
MD
10/21/1987 - 11/17/1988
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
IA
Issued 01/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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