Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Butler is a financial advisor with J.P. Morgan Securities LLC. William has over 4 years of experience in the financial industry, specializing in providing financial advice and investment management services to individuals, businesses, and institutional clients. William has been registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative since August 2023 and holds a Series 66, Series 7TO, and SIE. Prior to joining J.P. Morgan Securities, William worked at CETERA INVESTMENT SERVICES LLC. William also holds a Series 66 License and a Series 7TO and SIE. William is committed to providing personalized financial planning and investment management services to help clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MS
01/22/2024 - Present
J.p. Morgan Securities LLC (Southaven MS)
LA
08/10/2022 - 06/29/2023
CETERA INVESTMENT SERVICES LLC (COVINGTON LA)
LA
02/16/2022 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (COVINGTON LA)
LA
12/14/2020 - 09/28/2021
HANCOCK WHITNEY INVESTMENT SERVICES INC. (COVINGTON LA)
LA
10/18/2019 - 12/09/2020
SECURIAN FINANCIAL SERVICES, INC. (METAIRIE LA)
BOTH
Issued 10/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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