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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Hopkinson is a financial advisor with Morgan Stanley, a large financial services firm. Peter has been in the financial industry since 2009 and holds a number of licenses including Series 7, 63, 24, 27, and 55. Peter has worked at a number of firms over the years including Autonomous Research US LP, Autonomous Research LLP, Religare Capital Markets Inc., and Religare Capital Markets (USA) LLC. Peter is currently registered with FINRA and the state of New York.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
08/21/2018 - Present
Morgan Stanley (PURCHASE NY)
NY
03/21/2013 - 07/03/2018
AUTONOMOUS RESEARCH US LP (NEW YORK NY)
NY
11/19/2012 - 04/04/2013
AUTONOMOUS RESEARCH LLP (NEW YORK NY)
NY
05/10/2011 - 01/04/2013
RELIGARE CAPITAL MARKETS INC. (NEW YORK NY)
NY
09/18/2009 - 09/27/2011
RELIGARE CAPITAL MARKETS (USA) LLC (NEW YORK NY)
BC
Issued 11/03/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/21/2010
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2010
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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