Unclaimed
David Thomas May is a financial advisor with Equitable Advisors, LLC. David has been in the financial industry for over 10 years and is registered with the state of Pennsylvania. David is a graduate of the University of Pennsylvania and has a law degree from Temple University. David is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. David is a member of the National Association of Personal Financial Advisors and the Financial Planning Association.
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
PA
06/08/2023 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
BOTH
Issued 06/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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