Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you May? Claim Your ProfileMay M.l. Chan is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Newport Beach, California. May has been in the securities industry since December 6, 2000, and has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since October 2009. May is also a registered investment advisor representative in Texas. Previously, May was registered with BANC OF AMERICA INVESTMENT SERVICES, INC. in Newport Beach, California from December 11, 2000 to October 23, 2009. May also worked for BANC OF AMERICA SECURITIES LLC in New York, New York from August 8, 2000 to August 11, 2000. May has passed the Series 63, Series 66, Series 7, and SIE exams. May is also a registered investment advisor representative in Texas. May has a general partner position with MEI CHAN, LLC, a for-profit organization, which focuses on collecting rental income.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CA
02/07/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEWPORT BEACH CA)
CA
12/11/2000 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEWPORT BEACH CA)
NY
08/08/2000 - 08/11/2000
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BOTH
Issued 05/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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