Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Arthur Butler is an investment advisor representative for Charter Advisory Corp. in Greenfield, IN. Thomas has been a registered investment advisor since 2010 and holds Series 6, 22, 26 and 63 licenses and a SIE designation. He has experience with financial planning, investment advisory services, and real estate investments. Thomas is committed to providing sound financial advice and personalized service to individuals, families, and businesses.
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.
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2
IN
04/06/2010 - Present
Charter Advisory Corp. (GREENFIELD IN)
IN
07/22/2002 - 09/08/2009
MUTUAL SERVICE CORPORATION (GREENFIELD IN)
NY
07/22/1997 - 08/22/2002
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MA
04/29/1992 - 06/21/2002
MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)
MA
06/05/1991 - 12/31/1991
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
02/02/1989 - 06/14/1990
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
03/25/1982 - 02/08/1989
MANEQUITY, INC.
BC
Issued 06/11/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/18/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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