Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Butler is an investment advisor representative registered with Osaic Wealth, Inc. and Anthony Petsis & Associates Inc.. Marc has been in the securities industry since October 9, 2010. Marc has a broad range of experience, including previous roles with Pershing LLC, DLJDIRECT INC., Donaldson, Lufkin & Jenrette Securities Corporation and Lehman Brothers Inc.. Marc is currently registered with the following states: Alaska, California, Colorado, Connecticut, Florida, Indiana, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, and Virginia. Marc is a strong advocate for financial planning and portfolio management, and he is dedicated to helping clients reach their financial goals.
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.
1
2
PA
07/05/2024 - Present
Osaic Wealth, Inc. (NEWTOWN PA)
NJ
11/09/1998 - 08/10/2007
PERSHING LLC (JERSEY CITY NJ)
NJ
06/02/1997 - 10/28/1998
DLJDIRECT INC. (JERSEY CITY NJ)
NJ
12/14/1994 - 06/02/1997
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
01/18/1994 - 10/19/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 07/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2005
Series 24 - General Securities Principal Examination
BC
Issued 02/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/31/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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