Unclaimed
Scott Butler is an investment advisor representative with Corecap Advisors. Scott has been in the securities industry since 2004. Scott is registered with the state of Maryland, Delaware, District of Columbia, Florida, Georgia, Michigan, Pennsylvania, Virginia, West Virginia, and Wisconsin. Scott has the Series 7, Series 66, and SIE securities licenses, and the Series 65 investment advisory license. Scott is also a Certified Financial Planner. Scott specializes in providing financial planning, portfolio management, and educational seminars for individuals and businesses. Scott has worked at Cambridge Investment Research, Inc. and Allstate Financial Services, LLC in the past.
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.
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
MD
03/15/2022 - Present
Corecap Advisors (Laurel MD)
MD
06/26/2012 - 11/21/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (STEVENSVILLE MD)
MD
09/26/2008 - 07/02/2012
ALLSTATE FINANCIAL SERVICES, LLC (PASADENA MD)
MD
07/09/2004 - 09/26/2008
AMERIPRISE FINANCIAL SERVICES, INC. (ANNAPOLIS MD)
MN
07/09/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/06/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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