Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Edward Butler is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Martin has been in the financial services industry since January 24, 1996. He has extensive experience in the field, having worked at J.P. Morgan Securities LLC, Chase Investment Services Corp., and Summit Equities, Inc. Martin is a Certified Financial Planner and holds licenses for both Series 63 and Series 65 exams. He is registered in a total of 38 states and has specialized in several financial services areas, including investment advisory services for individuals, businesses, and institutional clients. Martin’s current registration is with Wells Fargo Clearing Services, LLC, where he focuses on providing investment advisory services to clients.
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.
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.
Investment consulting services to institutional clients
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
NY
04/14/2022 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
NY
10/01/2012 - 04/14/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
09/03/2003 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NJ
05/04/1995 - 12/10/2002
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
IA
Issued 04/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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