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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Butler is a financial advisor at Osaic Wealth, Inc. Jack has been a registered representative for over 20 years and has experience in the financial services industry since 2000. Jack is registered in 37 states and has earned numerous certifications and designations including the Series 6, 7, 24, 51, 63 and 65. Jack has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and banking or thrift institutions. Jack offers a variety of financial planning and advisory services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
1
2
OH
09/01/2023 - Present
Osaic Wealth, Inc. (BEACHWOOD OH)
OH
06/15/2011 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BEACHWOOD OH)
OH
11/04/2003 - 06/15/2011
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (MEDINA OH)
OH
02/17/2000 - 11/19/2003
VESTAX SECURITIES CORPORATION (HUDSON OH)
IA
Issued 01/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/17/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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