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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Butler is a financial advisor at Newedge Advisors. Peter is licensed to provide investment advice in Ohio, Texas, Pennsylvania, and North Carolina. Peter has been in the financial services industry since 1989. Peter has a wide range of experience in financial planning, portfolio management, and pension consulting. Peter has worked for several firms over the years, including Ameriprise Financial Services, Inc., Signator Investors, Inc., and MetLife Securities Inc. Newedge Advisors is a registered investment advisor with approximately $10 billion to $50 billion in assets under management. The firm provides a variety of investment advisory services, including financial planning, portfolio management, and pension consulting.
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.
A percentage of the total value of assets under management is charged.
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2
OH
11/01/2021 - Present
Newedge Advisors (INDEPENDENCE OH)
OH
03/26/2010 - 02/02/2017
AMERIPRISE FINANCIAL SERVICES, INC. (CAMBRIDGE OH)
OH
01/18/2008 - 03/26/2010
SIGNATOR INVESTORS, INC. (INDEPENDENCE OH)
OH
10/14/2002 - 01/28/2008
METLIFE SECURITIES INC. (BROADVIEW HEIGHTS OH)
OH
10/14/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BROADVIEW HEIGHTS OH)
NY
10/13/2000 - 09/04/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
06/26/1989 - 10/25/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/26/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 06/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/15/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/21/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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