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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia May is a financial advisor in WESLEY CHAPEL, FL. Patricia May is currently registered with Accurate Wealth Management, LLC and has been in the industry for over 18 years. Patricia May has a Series 7, Series 3 and Series 66 license. Prior to joining Accurate Wealth Management, LLC, Patricia May was a registered representative at RAYMOND JAMES FINANCIAL SERVICES, INC., STIFEL, NICOLAUS & COMPANY, INCORPORATED, CITIGROUP GLOBAL MARKETS INC. and LEGG MASON WOOD WALKER, INCORPORATED. Patricia May has experience working with high-net-worth individuals and individuals other than high-net-worth. Patricia May has an active IA scope in Florida.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
01/01/2025 - Present
Accurate Wealth Management, LLC (WESLEY CHAPEL FL)
FL
07/06/2017 - 08/25/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (LAKEWOOD RANCH FL)
FL
12/19/2008 - 07/06/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SARASOTA FL)
FL
02/21/2006 - 12/23/2008
CITIGROUP GLOBAL MARKETS INC. (SARASOTA FL)
MD
02/06/2002 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 02/14/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/07/1996
Series 3 - National Commodity Futures Examination
Active
Inactive
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