Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Clarence Butler is a financial advisor with Marcum Wealth, LLC. James has been a financial advisor since 1998 and holds the following licenses and certifications: Series 7, Series 63, Series 65, SIE, Certified Financial Planner, and Chartered Financial Consultant. James has experience providing financial advice to individuals, families, and businesses. James specializes in financial planning, portfolio management, and retirement planning. James is also a licensed insurance agent and may refer clients to Marcum Insurance Services, LLC for insurance related services and products.
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.
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.
Consulting
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
OH
12/06/2021 - Present
Marcum Wealth, LLC (CLEVELAND OH)
PA
08/31/2000 - 08/17/2021
COMMONWEALTH FINANCIAL NETWORK (EXTON PA)
NE
01/02/1998 - 09/05/2000
SECURITIES AMERICA, INC. (LAVISTA NE)
MA
02/16/1996 - 12/31/1997
MUTUAL SERVICE CORPORATION (BOSTON MA)
NY
04/01/1986 - 02/29/1996
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
04/01/1986 - 02/29/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
VT
05/11/1992 - 12/31/1992
EQUITY SERVICES, INC. (MONTPELIER VT)
NA
04/18/1984 - 04/19/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 04/22/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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