Unclaimed
Samuel Butler is a financial advisor with Private Advisor Group, LLC, a registered investment advisor. Samuel is based in Morristown, New Jersey and has been in the industry since 2011. Samuel's prior experience includes a role with Jackson National Life Distributors LLC. The advisor holds the Series 6, 7, and 66 securities licenses and the SIE. Samuel provides financial planning and portfolio management services to individuals, businesses, and retirement plans. Samuel is affiliated with Private Advisor Group, LLC and Butler Financial Group, LLC.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
08/03/2015 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
MI
03/28/2011 - 05/19/2014
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (LANSING MI)
BOTH
Issued 06/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/25/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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