Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cydne? Claim Your ProfileCydne Butler is a financial advisor with over 15 years of experience in the financial services industry. Cydne is currently registered with Stratos Wealth Partners, Ltd. She is a Registered Representative (RR) and an Investment Advisor Representative (IAR) in both Texas and Utah. Previously, Cydne worked for MORGAN STANLEY and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in Salt Lake City, Utah. Cydne holds the Series 66, Series 7, and the SIE exams. Cydne specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals. Cydne and her firm provide services to individuals, corporations, businesses, insurance companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, and high-net-worth individuals.
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.
Percentage of assets under management with third party managers
1
2
UT
04/06/2022 - Present
Stratos Wealth Partners, Ltd. (Salt Lake City UT)
UT
03/27/2017 - 03/28/2022
MORGAN STANLEY (Salt Lake City UT)
UT
06/23/2008 - 03/02/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SALT LAKE CITY UT)
BOTH
Issued 04/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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