Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Butler is a financial professional with over 10 years of experience in the financial services industry. David is currently registered with Key Investment Services LLC in Maine and Ohio. David has a strong track record of providing financial advice and investment management services to a wide range of clients, including individuals, families, businesses, and charitable organizations. David specializes in providing investment advice and portfolio 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
OH
06/09/2020 - Present
KEY Investment Services LLC (BROOKLYN OH)
BOTH
Issued 06/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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