Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Elliston Hopkins is a financial advisor with Silver Oak Securities, Inc., based in Jackson, TN. William has been in the financial services industry since August 1995. He has a Series 6, 7, 24, 52TO, 53, 63, 66, 99TO and SIE, and is registered to sell securities in 51 states and the District of Columbia. William is a registered principal with Silver Oak Securities, Inc., as well as a registered investment advisor representative in 8 states. William specializes in financial planning, pension consulting, and portfolio management. He can also help with the selection of other advisors.
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
TN
05/19/2006 - Present
Silver OAK Securities, Inc. (JACKSON TN)
TX
08/16/1995 - 08/30/1999
DOMINION INVESTOR SERVICES, INC. (MARBLE FALLS TX)
BOTH
Issued 12/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 03/22/2001
Series 4 - Registered Options Principal Examination
BC
Issued 08/14/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/27/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/15/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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