Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason R. May is an investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. and is registered with the state of Michigan. Jason has been in the financial industry since September 4, 2001. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc. Jason was associated with MORGAN STANLEY and other organizations. Jason holds the Series 66, Series 7 and SIE licenses. Jason has experience in providing advisory services to individuals and businesses, as well as portfolio management and financial 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MI
11/24/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BLOOMFIELD HILLS MI)
MI
06/01/2009 - 11/25/2020
MORGAN STANLEY (BIRMINGHAM MI)
MI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BIRMINGHAM MI)
MI
10/17/2001 - 04/02/2007
MORGAN STANLEY DW INC. (BIRMINGHAM MI)
MA
07/27/2001 - 09/06/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
BOTH
Issued 07/03/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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