Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlene? Claim Your ProfileCharlene Margaret May has been in the financial industry for over 16 years. Charlene is currently registered as an investment advisor representative with First Command Advisory Services. Previously, Charlene worked at LPL FINANCIAL LLC, BBVA SECURITIES INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, CHARLES SCHWAB & CO., INC., USAA FINANCIAL ADVISORS, INC., AXA ADVISORS, LLC, BANC OF AMERICA INVESTMENT SERVICES, INC., and FIRST CLEARING, LLC. Charlene holds a Series 63, 65, 7, and SIE licenses. Charlene is registered to provide investment advisory services in 52 states and territories.
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.
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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TX
10/16/2018 - Present
First Command Advisory Services (FORT WORTH TX)
TX
08/25/2017 - 12/21/2017
LPL FINANCIAL LLC (FORT WORTH TX)
TX
10/30/2014 - 10/06/2015
BBVA SECURITIES INC. (DALLAS TX)
TX
04/10/2014 - 09/10/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PLANO TX)
TX
03/05/2010 - 04/02/2014
CHARLES SCHWAB & CO., INC. (SAN ANTONIO TX)
TX
05/03/2007 - 02/23/2010
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
VA
03/01/2006 - 04/05/2007
AXA ADVISORS, LLC (RICHMOND VA)
VA
01/12/2006 - 03/20/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (RICHMOND VA)
MO
07/21/2005 - 12/06/2005
FIRST CLEARING, LLC (ST. LOUIS MO)
IA
Issued 05/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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