Unclaimed
Alexander Butterfield is a financial professional with over 35 years of experience in the financial services industry. Alexander currently works at Cetera Investment Advisers LLC in Jackson, MI and is registered with the state of Michigan and Texas as an Investment Advisor Representative. Alexander has been active in the financial services industry since 1987 and previously worked for Summit Brokerage Services, Inc. and CV Brokerage, Inc. Alexander holds several industry certifications, including Series 7, 24, 27, 63, 66, 99TO and SIE. Alexander's professional experience and certifications demonstrate a commitment to providing clients with comprehensive financial planning and investment management 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 05/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/1993
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/30/1987
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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