Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam C. Butler is a financial professional with over 20 years of experience in the industry. William is registered to provide investment advice in 11 states including Tennessee, Alabama, Florida, Georgia, North Carolina, Mississippi, Ohio, Texas, Colorado, South Carolina, and Texas. William is a Registered Representative and Investment Advisor Representative with Eagle Strategies LLC. William holds Series 6, 7, and 63 licenses, as well as the SIE exam. William also holds the Chartered Financial Consultant designation. William is also an Associate with Mahoney Financial Organization, LLC where William provides insurance products and services. William is a member of New York Life Insurance Company and has been with them for over 20 years. William provides financial planning, pension consulting, educational seminars, and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TN
06/27/2016 - Present
Eagle Strategies LLC (KNOXVILLE TN)
BC
Issued 07/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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