Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Butterly has been in the securities industry since 1996. He has a wide range of experience, having previously worked at Scudder Investor Services, Inc., Deutsche Bank Securities Inc., and Lazard Freres & Co. LLC. William currently works for Boston Partners Securities, LLC in Boston, Massachusetts. He is a registered representative with FINRA and holds Series 7, 24, 53, 79TO, 99TO, and SIE licenses.
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.
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.
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2
MA
04/12/2005 - Present
Boston Partners Securities, LLC (BOSTON MA)
NY
05/30/2003 - 10/18/2004
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
NY
03/23/2001 - 05/30/2003
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
10/26/1994 - 03/17/2000
LAZARD FRERES & CO. LLC (NEW YORK NY)
BC
Issued 01/26/1998
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/04/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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