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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Butcher is a registered investment advisor with Jacobi Capital Management, LLC. Joseph has been in the financial services industry since 2004 and has a wide range of experience in financial planning, portfolio management, and asset management. Joseph holds a Series 66, Series 7, Series 24 and SIE licenses. Joseph is registered to provide investment advisory services in several states, including Pennsylvania, Florida, Texas, New York, and California. Joseph provides financial planning, portfolio management, and asset management services to a wide range of clients, including individuals, families, businesses, and charitable organizations.
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.
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2
PA
01/22/2010 - Present
Jacobi Capital Management, LLC (PITTSTON PA)
PA
11/11/2004 - 03/16/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILKES BARRE PA)
BOTH
Issued 12/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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