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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew May is a financial advisor with Morgan Stanley. Matthew has been in the industry since 1998 and is registered in 38 states as well as Texas and Maryland. Matthew has Series 63, Series 65, Series 7 and SIE licenses and is also a Certified Financial Planner. Matthew has previously been employed at UBS Financial Services Inc. and A.G. Edwards & Sons, Inc. Matthew is a registered representative of Morgan Stanley Smith Barney, and a financial advisor with Morgan Stanley Private Bank, National Association. Matthew has a wide range of specializations and works with a variety of client types including individuals, high net worth individuals, corporations, insurance companies, charitable organizations, pension and profit sharing plans, state and municipal government entities and investment clubs. Matthew is based in Hunt Valley, MD.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MD
04/15/2020 - Present
Morgan Stanley (Hunt Valley MD)
MD
11/03/2000 - 07/02/2010
UBS FINANCIAL SERVICES INC. (HUNT VALLEY MD)
MO
01/26/1998 - 11/07/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 07/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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