Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Butcher is a licensed investment professional with over 2 years of experience in the financial industry. Kevin is currently registered with Oppenheimer & Co. Inc. and is located in Richmond, VA. Kevin specializes in working with a variety of client types including individuals, businesses, and retirement plans. Kevin holds the Series 99TO and SIE licenses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
VA
03/25/2024 - Present
Oppenheimer & Co. Inc. (RICHMOND VA)
BC
Issued 03/25/2024
Series 99TO - Operations Professional Examination
BC
Issued 03/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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