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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Russell Hopwood is an investment advisor representative with Verity Asset Management, a firm with offices in Durham, North Carolina. William has been an investment advisor for over 20 years. He is a registered representative in North Carolina and holds the Series 7, Series 24, Series 63, and Series 66 licenses. He has been with Verity Asset Management since 2001. The firm's services include financial planning, portfolio management for individuals, investment companies and businesses, pension consulting, educational seminars, and 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.
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.
Administrative services for advisors
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
NC
07/29/2011 - Present
Verity Asset Management (DURHAM NC)
MO
06/20/2000 - 01/13/2001
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 07/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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