Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Wayne May is a financial advisor with over 30 years of experience in the industry. He has been registered with Equitable Advisors, LLC since 2013, and has previously worked with AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Curtis is a registered Investment Advisor and holds Series 6, 7, 24, 26, 52TO, 53, and 63 licenses. He specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, and charitable organizations. Curtis is licensed in Colorado, Florida, Illinois, South Carolina, Texas, and Wisconsin. He currently serves as a board member for Cedar Reserve HOA.
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.
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.
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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2
IL
11/04/2014 - Present
Equitable Advisors, LLC (DEERFIELD IL)
NJ
10/09/2012 - 10/31/2014
AXA DISTRIBUTORS, LLC (JERSEY CITY NJ)
IL
01/19/1990 - 10/19/2012
AXA ADVISORS, LLC (DEERFIELD IL)
NY
01/19/1990 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 12/20/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/18/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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