Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you May? Claim Your ProfileMay Xiong-thao is a financial advisor with Associated Investment Services, Inc. located in GREEN BAY, WI. May has been working in the financial industry since February 14, 1996. May is licensed in Wisconsin and has a total of 7 licenses, including the Series 7, 24, 4, 28, 63, 99TO, and SIE. May is a registered principal with Associated Investment Services, Inc. and has been with the firm since February 15, 1996. May provides financial planning and portfolio management services to individuals and businesses. Associated Investment Services, Inc. is a Registered Investment Advisor with a total of 4578 client accounts and approximately $862,552,767 in assets under management.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Mutual fund wrap
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.
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2
WI
02/15/1996 - Present
Associated Investment Services, Inc. (GREEN BAY WI)
BC
Issued 03/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2020
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 12/30/2009
Series 4 - Registered Options Principal Examination
BC
Issued 03/03/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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