Unclaimed
Jesse Andrew May is a financial advisor at Northwestern Mutual Investment Services, LLC. Jesse has been in the financial services industry since 1999 and holds a variety of licenses and certifications. Jesse's expertise spans various areas of the financial services industry, including investment research and referrals to other advisors. Jesse is registered to provide investment advice in 10 states, including Florida, Indiana, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, and Rhode Island.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
NJ
04/12/2004 - Present
Northwestern Mutual Investment Services, LLC (Princeton NJ)
NJ
06/30/2001 - 09/27/2002
DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NE
09/20/1999 - 06/30/2001
DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)
NY
05/14/1998 - 01/26/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 02/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/06/2001
Series 4 - Registered Options Principal Examination
BC
Issued 03/06/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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