Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerald? Claim Your ProfileJerald Lewis Butts is a financial advisor with over 20 years of experience in the financial services industry. Jerald Butts is currently registered with LPL Financial LLC. Previously, Jerald Butts was registered with Securities America, Inc., LPL FINANCIAL LLC, World Group Securities, Inc. and WMA Securities, Inc. Jerald Butts holds the Series 6, 7, 26 and 63 licenses and the SIE exam. Jerald Butts's specializations include financial planning, portfolio management, investment consulting and other advisory 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.
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.
Consulting and other non-discretionary advisory services
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
OH
07/09/2019 - Present
LPL Financial LLC (BEAVERCREEK OH)
OH
05/09/2018 - 07/08/2019
SECURITIES AMERICA, INC. (BEAVERCREEK OH)
OH
01/02/2009 - 05/29/2018
LPL FINANCIAL LLC (BEAVERCREEK OH)
OH
04/12/2002 - 01/05/2009
WORLD GROUP SECURITIES, INC. (DAYTON OH)
GA
11/02/2001 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 05/25/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/01/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jerald Butts is the right advisor for you? Invested Better is here to help.
