Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames May is an Investment Advisor Representative at Terra Wealth. James has over 20 years of experience in the financial services industry. James specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. James is registered with the state of Georgia. James is a Series 6, 7, 63, 65 and Series 26 licensed professional.
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.
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
GA
11/21/2022 - Present
Terra Wealth (LAWRENCEVILLE GA)
GA
06/23/2009 - 04/01/2022
PFS INVESTMENTS INC. (DULUTH GA)
CA
12/01/2005 - 12/15/2008
LEGG MASON INVESTOR SERVICES, LLC (SAN MATEO CA)
NY
07/15/1998 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
GA
01/23/1992 - 03/06/1998
PFS INVESTMENTS INC. (DULUTH GA)
NA
01/11/1988 - 05/31/1988
ROBERT THOMAS SECURITIES, INC
NA
10/21/1987 - 01/07/1988
RAYMOND JAMES & ASSOCIATES, INC.
IA
Issued 10/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/22/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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