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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Butler has been a registered investment advisor since 1993. Kenneth is a registered representative with Cuso Financial Services, LP, a firm with a large team of advisors. Kenneth has extensive experience in the financial services industry, having worked with a variety of firms including Key Investments, Inc. and Essex National Securities, Inc. In addition to being registered in Washington, Kenneth is also registered in 17 other states including California, Texas, and Arizona. Kenneth has a strong focus on portfolio management and financial planning, offering guidance to clients of all types, including 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.
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.
1
2
WA
12/14/2004 - Present
Cuso Financial Services, LP (AUBURN WA)
CA
05/13/2002 - 07/26/2004
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
09/23/1999 - 05/02/2002
UBOC INVESTMENT SERVICES, INC. (GLENDALE CA)
OH
05/14/1999 - 09/02/1999
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
05/21/1996 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
CA
02/07/1994 - 11/17/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NA
09/12/1995 - 11/15/1995
FIRST INTERSTATE INVESTMENTS,INC.
NY
01/18/1993 - 10/26/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/18/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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