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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Joseph May is an investment advisor representative associated with Morgan Stanley in Greenwood Village, Colorado. Edward has over 30 years of experience in the financial services industry. Edward’s previous firms include Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, Dean Witter Reynolds Inc., and Kober Financial Corp. Edward is registered to provide investment advisory services in 34 states and the District of Columbia. Edward has also passed the Series 7, Series 3, and Series 63 exams. Edward’s specializations include Investment Advisory Services, Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, and Portfolio Management for Businesses, Individuals, and Investment Companies.
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
CO
06/01/2009 - Present
Morgan Stanley (Greenwood Village CO)
CO
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CENTENNIAL CO)
CO
08/13/2004 - 04/02/2007
MORGAN STANLEY DW INC. (CENTENNIAL CO)
MO
07/01/2003 - 08/18/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
04/30/1992 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/24/1990 - 05/11/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CO
06/21/1990 - 09/27/1990
KOBER FINANCIAL CORP. (ENGLEWOOD CO)
IA
Issued 09/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1990
Series 3 - National Commodity Futures Examination
BC
Issued 06/16/1990
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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