Unclaimed
Alexander Butterfield is a financial professional with over 30 years of experience in the industry. Alexander is currently registered as a Registered Representative and Investment Advisor Representative with Cetera Investment Advisers LLC. Alexander has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Cetera Investment Advisers LLC specializes in providing financial planning, portfolio management, and pension consulting 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.
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.
1
2
MI
06/29/2023 - Present
Cetera Investment Advisers LLC (JACKSON MI)
MI
02/03/2010 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (JACKSON MI)
PA
09/29/1987 - 01/31/2011
CV BROKERAGE, INC (WEST CONSHOHOCKEN PA)
BOTH
Issued 5/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/2/1993
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/30/1987
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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