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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard A. May is a financial advisor with Cetera Investment Advisers LLC, a firm with offices in Schaumburg, Illinois and Peru, Illinois. Richard has been in the financial services industry since November 18, 2005. Richard is registered in Illinois, Alabama, Florida, Georgia, Nevada, and Pennsylvania. Richard has Series 6, 63, and 65 securities licenses and the SIE exam. Cetera Investment Advisers LLC manages approximately $104 billion in assets for individuals, high net worth individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans, and banking or thrift institutions. The firm provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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.
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.
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.
1
2
IL
11/18/2005 - Present
Cetera Investment Advisers LLC (PERU IL)
BC
Issued 1/31/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/17/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/10/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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