Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willis? Claim Your ProfileWillis Jacob Hopson is a registered investment advisor representative (IAR) with Eagle Strategies LLC. Willis has been in the securities industry since January 2023. Willis is licensed in Texas and holds the Series 7TO, Series 66, and SIE licenses. Willis Jacob Hopson has been with Eagle Strategies LLC since March 2023. Willis is also an Associate with TKW FINANCIAL, INC. D/B/A FREEDOM FINANCIAL GROUP, where they sell New York Life products and services.
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.
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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TX
03/06/2023 - Present
Eagle Strategies LLC (Tyler TX)
BOTH
Issued 3/2/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/1/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/8/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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