Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dayna? Claim Your ProfileDayna May is an experienced financial advisor with over 17 years of experience in the industry. Dayna has held previous positions at Fidelity Brokerage Services LLC, Wachovia Securities Financial Network, LLC, MML Investors Services, Inc., Morgan Stanley DW Inc., Deutsche Bank Securities Inc., and J.P. MORGAN SECURITIES LLC. Dayna is currently registered with Morgan Stanley in Georgia and Texas. Dayna has a wide range of experience and expertise in financial planning, portfolio management for individuals, businesses, and investment companies, and asset allocation advice. Dayna specializes in working with high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and investment clubs.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
04/08/2020 - Present
Morgan Stanley (Alpharetta GA)
GA
06/26/2012 - 08/02/2019
J.P. MORGAN SECURITIES LLC (ATLANTA GA)
GA
11/24/2004 - 07/03/2012
DEUTSCHE BANK SECURITIES INC. (ATLANTA GA)
RI
09/01/2004 - 12/07/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MO
04/17/2003 - 08/13/2004
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MA
11/18/2002 - 03/17/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
04/09/2002 - 10/21/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 02/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2017
Series 4 - Registered Options Principal Examination
BC
Issued 01/28/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/17/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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