Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard May is an investment advisor representative currently registered with Eagle Strategies LLC. Richard May has been working in the financial services industry since December 31, 2020. Richard is also registered with the state of Massachusetts as an Investment Advisor Representative and with the states of Massachusetts and New Hampshire as a Securities Agent. The firm has its main office located in New York, NY and the branch office located in Newburyport, MA. The firm provides financial planning services, educational seminars, pension consulting, selection of other advisors and portfolio management for individuals. Richard specializes in advising high net worth individuals, insurance companies, charitable organizations and corporations or other businesses.
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.
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.
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MA
06/28/2022 - Present
Eagle Strategies LLC (NEWBURYPORT MA)
IA
Issued 06/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2020
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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