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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Richard May is a financial advisor with over 40 years of experience in the financial services industry. John has worked with various financial firms, including Lara, Shull & May, Ltd., Manna Financial Services Corporation, and Derand Investment Corporation of America. John currently works for XML Financial Group. John has a strong background in financial planning and portfolio management for individuals and businesses. He is also a Certified Financial Planner. John May specializes in working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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
MD
02/01/2019 - Present
XML Financial Group (BETHESDA MD)
VA
02/24/1992 - 06/18/2008
LARA, SHULL & MAY, LTD (FALLS CHURCH VA)
VA
11/20/1980 - 03/04/1992
MANNA FINANCIAL SERVICES CORPORATION (FALLS CHURCH VA)
NA
10/24/1979 - 12/14/1980
DERAND INVESTMENT CORPORATION OF AMERICA
IA
Issued 08/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/1983
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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