Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patti? Claim Your ProfilePatti May is a registered investment advisor representative with J. W. Cole Advisors, Inc. Patti has been in the financial services industry for over 30 years and holds licenses in the states of California and Florida. Patti also holds the Series 6, Series 63, and Series 65 licenses. Patti is committed to providing personalized financial advice and wealth management services to her clients.
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.
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.
Hourly & fixed rate consulting
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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CA
04/17/2019 - Present
J. W. Cole Advisors, Inc. (SAN RAMON CA)
CA
08/13/2008 - 10/31/2014
CETERA ADVISOR NETWORKS LLC (CONCORD CA)
CA
06/29/2007 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (SACRAMENTO CA)
CA
12/16/2003 - 07/02/2007
AMERICAN INVESTORS COMPANY (SAN RAMON CA)
CA
03/16/2001 - 12/04/2003
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
OH
07/15/1999 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
MA
11/22/1993 - 07/20/1999
SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)
OH
11/23/1994 - 12/19/1994
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
CA
04/05/1990 - 12/14/1993
FREEMAN FINANCIAL SERVICES CORPORATION (SAN MATEO CA)
IA
Issued 01/26/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2014
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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