Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barre? Claim Your ProfileBarre Mcleod Butler is a registered representative with Stiefel, Nicolaus & Company, Inc., holding both a Series 65 and Series 63 license. Barre has been in the industry since 1987, and has previous experience with UBS Financial Services Inc., J.C. Bradford & Co., and The Robinson-Humphrey Company Inc. Barre has a history of advising a range of client types, including high-net-worth individuals, corporations, and charitable organizations. Barre's expertise and experience in the financial industry make an ideal resource for individuals seeking 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
04/14/2014 - Present
Stifel, Nicolaus & Company, Inc. (CHARLESTON SC)
SC
08/14/2000 - 04/04/2014
UBS FINANCIAL SERVICES INC. (CHARLESTON SC)
NY
03/02/1994 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
GA
07/22/1987 - 03/09/1994
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
IA
Issued 06/03/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/28/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1987
Series 3 - National Commodity Futures Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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