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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barrett? Claim Your ProfileBarrett Wayne Butlien is a financial advisor with over 28 years of experience in the industry. Barrett is a Certified Financial Planner™ professional and currently works with Commonwealth Financial Network. Barrett has a wide range of experience and has been registered with both Kestra Investment Services, LLC and VeraVest Investments, Inc. in the past. Barrett specializes in offering financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses. Barrett is registered in 24 states, and currently holds registrations with FINRA, and the states of New York and California.
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.
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2
NY
06/06/2022 - Present
Commonwealth Financial Network (Tarrytown NY)
NY
11/26/2003 - 06/08/2022
KESTRA INVESTMENT SERVICES, LLC (Tarrytown NY)
MA
12/14/1994 - 12/03/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 10/25/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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