Steven Butler is a Fiduciary Financial Advisor with Cooper Financial Services, Inc., a Registered Investment Advisor Firm, and a licensed Registered Representative and Principal of CFS Securities, Inc., an affiliated Broker/Dealer and member of FINRA/SIPC. Steven genuinely cares about your financial goals and will work in tandem with you to create the financial future you desire. Managing finances is tough work, it is Steven’s job and number one priority to ensure this process is as stress free as possible for you and your family. From individual and family wealth management, investment, education, retirement, tax and estate planning services and inter-generational wealth transition strategies, Steven has you covered.
Steven currently resides in Orange, CT.
Registrations, Licenses, Certifications & Affiliations:
SIE (Securities Industry Essentials), FINRA Series 6 (Securities Representative), Series 63 (State Law), Series 26 (Investment/Variable Contracts Principal license), Series 28 (Introducing Broker-Dealer and Financial Operations Principal), and Series 65 (Uniform Investment Advisor Law Exam), Connecticut Life, Long-Term Care, and Health Producer.
CFS Securities, Inc., a Member of FINRA/SIPC/MSRB.