Unclaimed
Maggie Maria May is a financial advisor currently registered with State Farm Investment Management Corp. Maggie May is a licensed professional with a Series 6, Series 63, and Series 6TO, as well as the SIE exam. Maggie May has been in the financial services industry since 2009 and has extensive experience working with various firms including J.P. Morgan Securities LLC, Chase Investment Services Corp. and ALLSTATE FINANCIAL SERVICES, LLC. Maggie May is also a licensed real estate agent and insurance agent. Maggie May specializes in portfolio management for individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
10/04/2023 - Present
State Farm Investment Management Corp. (Palatine IL)
IL
02/06/2023 - 04/19/2023
ALLSTATE FINANCIAL SERVICES, LLC (Palos Hills IL)
IL
10/01/2012 - 08/08/2013
J.P. MORGAN SECURITIES LLC (WORTH IL)
IL
09/10/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WORTH IL)
IA
Issued 03/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/17/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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