Unclaimed
David May is a financial advisor with over 16 years of experience in the financial services industry. David is currently registered with Raymond James Financial Services Advisors, Inc. in Arizona and Texas. Prior to joining Raymond James, David worked with Edward Jones for over 15 years. David is a dedicated financial advisor who is committed to providing personalized financial advice and investment management services to meet the needs of each individual client. David specializes in retirement planning, college savings, estate planning, and tax planning.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AZ
01/26/2023 - Present
Raymond James Financial Services Advisors, Inc. (Carefree AZ)
AZ
02/05/2007 - 12/11/2022
EDWARD JONES (SCOTTSDALE AZ)
BOTH
Issued 02/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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