Unclaimed
Jennifer Marie May is a financial advisor with Cetera Investment Advisers LLC. Jennifer has been in the financial services industry since April 6, 2000. Jennifer is registered with the state of Michigan and Texas as an Investment Advisor Representative. Jennifer holds the Series 6, 7, 63 and SIE licenses. Jennifer is also a Certified Financial Planner. Jennifer's current employment is with Cetera Investment Advisers LLC in Grand Rapids, MI. Jennifer has previously been employed by Nathan & Lewis Securities, Inc. in New York, NY and Bisys Brokerage Services, Inc. in St. Cloud, MN. Jennifer is a licensed financial advisor in the following states: Arizona, Florida, Georgia, Illinois, Indiana, Michigan, Minnesota, North Carolina, Ohio, South Carolina, Tennessee, Texas.
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.
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.
1
2
MI
01/12/2023 - Present
Cetera Investment Advisers LLC (GRAND RAPIDS MI)
NY
06/14/2000 - 06/14/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MN
03/31/2000 - 06/14/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
BC
Issued 12/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 3/30/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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