Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Michael May is an investment advisor representative. Jeffrey May has been in the industry since February 5, 2008. Jeffrey May is currently registered with Charles Schwab & CO., Inc. and has been with this firm since April 2013. Prior to this firm, Jeffrey May worked at HSBC SECURITIES (USA) INC. from January 28, 2009, to April 15, 2013, and GREAT AMERICAN ADVISORS, INC. from December 17, 2007, to December 17, 2008. Jeffrey May holds FINRA Series 6, 7, 9, 10, 63, and 65 licenses as well as the SIE exam. Jeffrey May is registered with the following states: California, Colorado, Florida, Georgia, Indiana, Iowa, Louisiana, Massachusetts, Michigan, Nebraska, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, and Wyoming.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NY
01/06/2020 - Present
Charles Schwab & CO., Inc. (Amherst NY)
NY
01/28/2009 - 04/15/2013
HSBC SECURITIES (USA) INC. (BUFFALO NY)
FL
12/17/2007 - 12/17/2008
GREAT AMERICAN ADVISORS, INC. (ST. PETERSBURG FL)
IA
Issued 05/21/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/09/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/15/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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