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 Beacon Trust. He is a Chartered Financial Analyst (CFA) with over 20 years of experience in the financial services industry. William has a strong background in investment management, and he provides a range of advisory services to individuals, families, and institutions. He is registered in New Jersey and is a member of the New Jersey Securities Industry Association.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
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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NY
12/14/2020 - Present
Beacon Trust (New York NY)
NY
01/01/2001 - 10/02/2006
CREDIT SUISSE ASSET MANAGEMENT SECURITIES, INC. (NEW YORK NY)
NJ
05/04/1999 - 01/01/2001
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
04/07/1992 - 03/22/1995
BANCA IMI SECURITIES CORP. (NEW YORK NY)
BC
Issued 04/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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