Michele
Hopson
Bmo Direct Invest Inc
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About this Advisor
Michele Hopson is a financial advisor based in Tucson, Arizona, working with Bmo Direct Invest Inc. Michele has previously held positions at New York Life Insurance Company, Nylife Securities LLC, Art Institute Of Tucson, Paula Scott Bookkeeping Inc, Strong Point Marketing, Jpmorgan Chase Bank, N.A, Jp Morgan Securities LLC, Waterfall Attorneys, and Lpl Financial LLC. Michele has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Arizona. Currently, Michele is part of Bmo Direct Invest Inc, which operates out of Tucson, Arizona. The firm has 5 employees and manages assets totaling $4.7 million. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Bmo Direct Invest Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bmo Direct Invest Inc Brokerage Details
$4,661,075
5
154
$30,267
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michele Hopson Work History
Lpl Financial LLC
Waterfall Attorneys
Jpmorgan Chase Bank, N.A
Jp Morgan Securities LLC
Nylife Securities LLC
New York Life Insurance Company
Strong Point Marketing
Paula Scott Bookkeeping Inc
Art Institute Of Tucson
Disclosures
Please visit the SEC profile of Michele Hopson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bmo Direct Invest Inc
Phoenix, AZ
Chicago, IL
Tucson, AZ
Chicago, IL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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