Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jule? Claim Your ProfileJule Brandon Butler is a financial advisor with over 30 years of experience in the industry. Jule is registered with Cambridge Investment Research Advisors, Inc. and has also been previously registered with Mutual Service Corporation, Titan/Value Equities Group, Inc., and PFS Investments Inc. Jule's primary office is located in Appleton, WI. Jule is a licensed securities agent and has passed several industry exams, including the Series 6, Series 7, and Series 63 exams. Jule holds registrations in numerous states and currently holds an active registration with the state of Wisconsin. Jule has a diverse background in the financial services industry, with experience in insurance, real estate, and tax preparation. Jule specializes in working with high net worth individuals, individuals other than high net worth individuals, and pension and profit-sharing plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
WI
08/26/2009 - Present
Cambridge Investment Research Advisors, Inc. (APPLETON WI)
WI
03/31/1999 - 08/26/2009
MUTUAL SERVICE CORPORATION (APPLETON WI)
CA
08/22/1996 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
GA
05/14/1993 - 08/23/1996
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 06/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/13/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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