Unclaimed
Gail Lynn Butler is a financial advisor at Raymond James & Associates, Inc., with over 20 years of experience in the industry. Gail holds the Series 7, Series 9, Series 10 and SIE licenses, and is registered in 53 states, including Florida, New York and New Jersey. Gail previously worked at Janney Montgomery Scott LLC and CIBC World Markets Corp.. At Raymond James & Associates, Inc., Gail provides a wide range of services to individuals, businesses, high-net-worth clients and pension plans. These services include financial planning, investment management, and selection of other advisors.
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
FL
01/21/2005 - Present
Raymond James & Associates, Inc. (BOCA RATON FL)
PA
05/05/1999 - 02/11/2005
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NY
02/16/1999 - 05/18/1999
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BC
Issued 03/31/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/04/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1999
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
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