Unclaimed
Jarrett Michael Butler is a financial professional with over 3 years of experience in the financial services industry. Jarrett is currently registered with TIAA-CREF Individual & Institutional Services, LLC and holds licenses for Series 7TO, Series 63, and SIE exams. Jarrett has previously worked for Robinhood Financial, LLC and Charles Schwab & Co., Inc.. Jarrett provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
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.
Compensation from affiliates
1
2
CO
09/26/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
AZ
04/07/2021 - 08/08/2022
ROBINHOOD FINANCIAL, LLC (Tempe AZ)
AZ
09/21/2019 - 04/02/2021
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BC
Issued 10/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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