Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Butterworth has been an active investment advisor since 1985. Michael is currently registered with BFC Planning, Inc. Michael also has several previous registrations with firms such as SAGEPOINT FINANCIAL, INC., MML INVESTORS SERVICES, LLC and FSC SECURITIES CORPORATION. Michael has a strong background in the securities industry, holding numerous licenses and certifications. Michael provides financial planning and portfolio management services to individuals, businesses, and charitable organizations. Michael is committed to providing clients with personalized and comprehensive financial advice.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
PA
08/09/2023 - Present
BFC Planning, Inc. (READING PA)
PA
02/10/2017 - 08/10/2023
SAGEPOINT FINANCIAL, INC. (READING PA)
PA
09/11/2009 - 02/15/2017
MML INVESTORS SERVICES, LLC (READING PA)
PA
10/09/2000 - 09/16/2009
FSC SECURITIES CORPORATION (READING PA)
PA
06/16/1997 - 10/10/2000
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NJ
02/04/1992 - 06/19/1997
INVESTMENT ADVISORS & CONSULTANTS, INC. (WEST LONG BRANCH NJ)
MD
12/20/1990 - 01/10/1992
CALVERT SECURITIES CORPORATION (BETHESDA MD)
VT
11/22/1985 - 01/30/1991
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
Issued 10/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/23/2001
Series 24 - General Securities Principal Examination
BC
Issued 07/02/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1999
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/21/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Butterworth is the right advisor for you? Invested Better is here to help.
