Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Edwin Butler is an active financial advisor with over 30 years of experience in the financial services industry. Paul is registered with Janney Montgomery Scott LLC in Bedminster, New Jersey, and has previously worked at several other firms. Paul holds multiple securities licenses, including Series 7, Series 63, Series 52TO, and Series 53, demonstrating a wide range of expertise. He is also a registered Investment Advisor Representative (IAR) in Texas and New Jersey. Paul specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, families, corporations, and charitable organizations. Paul's extensive experience and diverse skillset make him a valuable resource for clients seeking comprehensive financial guidance.
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.
Fee plus commission
1
2
NJ
11/06/2024 - Present
Janney Montgomery Scott LLC (BEDMINSTER NJ)
NJ
11/17/2005 - 10/30/2014
J.P. MORGAN SECURITIES LLC (FLORHAM PARK NJ)
NY
03/09/2002 - 12/01/2005
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
09/01/1999 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NJ
01/25/1984 - 09/01/1999
GIBRALTAR SECURITIES CO. (FLORHAM PARK NJ)
IA
Issued 07/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/14/1992
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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