Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Jared Hoopes is a financial professional with over 18 years of experience in the industry. Timothy has been registered with Stifel, Nicolaus & Company, Inc. since April 2022. Prior to joining Stifel, Nicolaus & Company, Inc., Timothy worked at VINING-SPARKS IBG, LLC and ICBA SECURITIES. Timothy is licensed to provide securities and investment advisory services in Alaska, California, Florida, Michigan, Nevada, New York, North Dakota, Ohio, Oklahoma, Texas, Utah and Washington. Timothy specializes in retirement planning, mutual funds, stocks, bonds, options, and fixed income.
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.
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
04/22/2022 - Present
Stifel, Nicolaus & Company, Inc. (BOCA RATON FL)
FL
02/17/2005 - 04/22/2022
VINING-SPARKS IBG, LLC (FORT LAUDERDALE FL)
FL
08/25/2006 - 12/23/2014
ICBA SECURITIES (FT. LAUDERDALE FL)
BC
Issued 03/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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