Unclaimed
Peter Brian Hopkins is a financial advisor with over 20 years of experience in the industry. Peter is currently registered with Stonex Advisors Inc. and has been with the firm since January 2015. Peter previously worked at WRP INVESTMENTS, INC., LPL FINANCIAL LLC and Legg Mason Wood Walker, Incorporated. Peter is licensed to provide investment advice in Florida, Ohio, and Virginia. Stonex Advisors Inc. is a registered investment advisor that provides financial planning and investment management services to individuals, corporations, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Financial consulting services
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.
1
2
AL
01/30/2015 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
OH
05/31/2013 - 09/12/2014
WRP INVESTMENTS, INC. (DUBLIN OH)
OH
01/28/2004 - 06/10/2013
LPL FINANCIAL LLC (DUBLIN OH)
MD
07/03/2000 - 01/13/2004
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
09/15/1999 - 07/12/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 10/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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