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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you May? Claim Your ProfileMay Dawson Reid is a financial advisor with Kestra Private Wealth Services, LLC. May has been in the financial services industry since 2013 and has extensive experience in providing financial planning and investment management services to a wide range of clients, including high-net-worth individuals, families, and businesses. May holds the Series 7, Series 10, Series 9, and Series 66 licenses. May is also a registered Investment Advisor Representative in South Carolina and Texas. Prior to joining Kestra Private Wealth Services, LLC, May worked at Wells Fargo Clearing Services, LLC.
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.
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.
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2
SC
10/30/2023 - Present
Kestra Private Wealth Services, LLC (Greenville SC)
SC
12/12/2014 - 04/21/2021
WELLS FARGO CLEARING SERVICES, LLC (GREENVILLE SC)
SC
10/29/2013 - 11/10/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREENVILLE SC)
BOTH
Issued 03/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/18/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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