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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Edward Butler is a financial advisor with over 30 years of experience. Daniel is currently registered with Raymond James Financial Services Advisors, Inc. and has previously worked with Raymond James & Associates, Inc. and Paine Webber Incorporated. Daniel has a strong track record of success in helping clients reach their financial goals. Daniel is committed to providing personalized financial advice and guidance to help clients achieve their financial goals. Daniel specializes in working with high-net-worth individuals, corporations, and retirement plans. Daniel provides a wide range of financial services, including financial planning, portfolio management, and retirement planning.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
DE
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (WILMINGTON DE)
FL
09/19/1994 - 12/23/1997
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NJ
06/20/1989 - 10/22/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 08/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/19/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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