Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Butler is a financial advisor and insurance agent with over 30 years of experience. Jeffrey's registration is active in Wisconsin and Texas. Jeffrey works at Global View Capital Management LLC, an independent registered investment advisory firm located in Waukesha, Wisconsin. Global View Capital Management LLC provides financial planning services to individuals and businesses, as well as retirement planning and investment management services.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
WI
05/10/2018 - Present
Global View Capital Management LLC (WAUKESHA WI)
WI
07/09/2015 - 12/31/2016
FORTUNE FINANCIAL SERVICES, INC. (Kewaskum WI)
WI
03/21/2012 - 05/30/2015
CONCORDE INVESTMENT SERVICES, LLC (KEWASKUM WI)
WI
01/10/2011 - 03/27/2012
STERNE AGEE FINANCIAL SERVICES, INC. (KEWASKUM WI)
WI
07/15/2009 - 08/24/2010
CEDAR CREEK SECURITIES, INC. (MILWAUKEE WI)
WI
10/24/2005 - 12/02/2008
UVEST FINANCIAL SERVICES GROUP, INC. (KEWASKUM WI)
WI
01/01/2004 - 11/09/2005
ING FINANCIAL PARTNERS, INC. (PORT WASHINGTON WI)
IA
01/10/1994 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
07/30/1993 - 01/04/1994
MONY SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 3/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/4/2001
Series 24 - General Securities Principal Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 7/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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