Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Bernath-butler is a financial professional with over 29 years of experience in the industry. Alexander is currently registered with Charles Schwab & Co., Inc. in Phoenix, Arizona. Previous employers include Vanguard Marketing Corporation and H&R Block Financial Advisors, Inc. Alexander has Series 63, Series 7, Series 9, Series 10 and Series 6TO licenses. Alexander is a registered principal in Arizona.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
03/30/2020 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
08/06/2008 - 05/30/2019
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
02/11/2004 - 05/09/2008
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
MI
11/24/2003 - 02/05/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NJ
06/16/2003 - 09/10/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
GA
05/01/2003 - 06/20/2003
PFS INVESTMENTS INC. (DULUTH GA)
TX
08/16/1993 - 01/21/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NJ
05/14/1992 - 07/19/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
10/17/1990 - 01/08/1991
SCHAEFER SECURITIES, INC.
BC
Issued 10/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/26/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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