Unclaimed
Shannon Marie Butler is a financial advisor with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. in St. Petersburg, Florida. Shannon has been in the industry since May 2011. Shannon has the following licenses and designations: Series 66, Series 53, Series 24, Series 52TO, SIE and Series 7. Shannon is registered to provide investment advice in Florida.
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
FL
04/26/2017 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
04/24/2013 - 06/16/2014
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
05/06/2011 - 04/22/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
BOTH
Issued 08/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/23/2011
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 05/05/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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