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Hung Szeto Butzer

Charles Schwab & CO., Inc.

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About Hung Szeto Butzer

Hung Butzer is a financial advisor with Charles Schwab & Co., Inc. located in Portland, OR. Hung has been in the industry since February 4, 2019. Hung has Series 66, Series 10 and Series 9 licenses. Hung is also registered with the state of Oregon as a Registered Representative and Investment Advisor Representative. In addition to their role at Charles Schwab & Co., Inc., Hung is also a certified National Notary Associate member and accepts loan signing jobs from title companies and financial institutions.

Firm Information

Hung Butzer is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Hung Butzer’s Registration & Firm History

OR

02/11/2021 - Present

Charles Schwab & CO., Inc. (Portland OR)

OR

09/12/2019 - 01/19/2021

KEY INVESTMENT SERVICES LLC (PORTLAND OR)

OR

11/14/2018 - 07/12/2019

EDWARD JONES (PORTLAND OR)

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Licenses & Designations

BOTH

Issued 01/26/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/10/2022

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/09/2021

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 11/14/2018

Series 7TO - General Securities Representative Examination

BC

Issued 10/12/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Hung Szeto Butzer.
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