Unclaimed
Susan Butcher is a financial advisor with Raymond James & Associates, Inc. based in Bluffton, SC. Susan has been working in the industry since 1996, holds Series 7 and SIE licenses and has worked with Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and McDonald Investments Inc. over this time. Susan's current employment with Raymond James & Associates, Inc. began in February 2019. Susan specializes in providing investment advice to a variety of clients, including individuals, businesses, 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.
Please see note in schedule d - miscellaneous
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.
1
2
SC
02/04/2019 - Present
Raymond James & Associates, Inc. (Bluffton SC)
OH
07/05/2013 - 12/27/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (STRONGSVILLE OH)
OH
02/03/2006 - 07/05/2013
RAYMOND JAMES & ASSOCIATES, INC. (WESTLAKE OH)
OH
11/08/1996 - 02/16/2006
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Susan Butcher is the right advisor for you? Invested Better is here to help.