Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Butler is a financial professional with over four years of experience in the financial services industry. Samantha is currently registered with Raymond James & Associates, Inc. and is licensed to conduct business in Florida. Prior to joining Raymond James, Samantha was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, Florida. Samantha holds several licenses and certifications, including Series 66, 63, and 24. Samantha specializes in providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and individuals with diverse investment needs.
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.
Please see note in schedule d - miscellaneous
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
AL
03/07/2024 - Present
Raymond James & Associates, Inc. (Hayden AL)
FL
04/10/2019 - 03/21/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 02/23/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2023
Series 24 - General Securities Principal Examination
BC
Issued 04/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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