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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Jeffrey May is an investment advisor representative with The Colony Group, LLC. Daniel has been in the industry for over 30 years and has experience working with a variety of clients, including high-net-worth individuals, families, and businesses. Daniel has been registered with the state of California as an Investment Advisor Representative since July 2020. Daniel has held several positions in the financial services industry, including roles at Securities America, Inc., Foothill Securities, Inc., and Charles Schwab & Co., Inc. Daniel is committed to providing clients with personalized financial advice and investment strategies that are tailored to their unique needs and goals.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
CA
07/01/2024 - Present
THE Colony Group, LLC (MORGAN HILL CA)
CA
12/19/2016 - 03/31/2020
SECURITIES AMERICA, INC. (LOS GATOS CA)
CA
07/15/2016 - 12/31/2016
FOOTHILL SECURITIES, INC. (MORGAN HILL CA)
CA
08/20/1992 - 07/28/2015
CHARLES SCHWAB & CO., INC. (SUNNYVALE CA)
CO
06/24/1992 - 08/14/1992
TAMARON INVESTMENTS, INC. (ENGLEWOOD CO)
NA
09/24/1991 - 06/25/1992
J. W. GANT & ASSOCIATES, INC.
BOTH
Issued 12/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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