Unclaimed
Andrew May is a registered investment advisor with over 25 years of experience in the financial industry. Andrew currently works at Register Financial Advisors, LLC and holds licenses in Alabama, Georgia, and Texas. Andrew has a wide range of experience in financial planning and portfolio management. Andrew holds the Series 6, 7, 10, 24, 63, and 65 licenses and is a Certified Financial Planner. Andrew's experience includes working with individuals, businesses, and retirement plans.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
GA
01/02/2019 - Present
Register Financial Advisors, LLC (ATLANTA GA)
AL
12/02/2005 - 02/07/2008
TRIAD ADVISORS, INC. (BIRMINGHAM AL)
NE
08/22/1997 - 03/03/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
03/08/1996 - 05/16/1997
THE VOLUME INVESTOR, INC. (NEW YORK NY)
FL
02/16/1996 - 03/19/1996
FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED (TAMPA FL)
NA
12/08/1993 - 01/03/1995
SOUTHTRUST INVESTMENT SERVICES, INC.
IA
Issued 06/23/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 02/02/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1994
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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