Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Roger Hopkins is a financial advisor with over 20 years of experience in the industry. He is currently registered with Latitude Advisors, LLC, where he has been employed since 2010. Thomas has worked for several other firms including Medallion Investment Services, Inc., Mutual Service Corporation, Investors Capital Corp., MetLife Securities Inc., and American Express Financial Advisors Inc. Thomas provides financial planning, portfolio management for individuals and selection of other advisors services. Thomas is also registered as an Investment Advisor Representative in Maine.
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.
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.
Third party referral fees
1
2
FL
01/06/2010 - Present
Latitude Advisors, LLC (VERO BEACH FL)
ME
05/12/2004 - 12/31/2009
MEDALLION INVESTMENT SERVICES, INC. (BEAVER COVE ME)
MA
01/21/2003 - 05/14/2004
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
06/07/2002 - 12/31/2002
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
MA
08/26/1999 - 08/08/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/26/1999 - 06/17/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
04/14/1999 - 06/28/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/14/1999 - 06/28/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/18/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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