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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Raymond Butler is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. William Raymond Butler has been in the industry since July 2007 and holds Series 66, Series 7, and SIE licenses. William Raymond Butler previously worked for CITI PRIVATE ADVISORY, LLC and CITIGROUP GLOBAL MARKETS INC. William Raymond Butler is registered in 24 states and has a broad range of specializations. William Raymond Butler's firm offers a variety of investment services, including portfolio management, financial planning, pension consulting, and educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
08/13/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN FRANCISCO CA)
CA
03/28/2017 - 06/29/2021
CITI PRIVATE ADVISORY, LLC (Palo Alto CA)
CA
07/18/2007 - 06/29/2021
CITIGROUP GLOBAL MARKETS INC. (PALO ALTO CA)
BOTH
Issued 8/2/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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