Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kenneth May is an investment advisor representative at Fisher Investments. Robert has been in the industry since 1998 and has experience in financial planning, portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Robert has held prior roles at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Robert is registered in Texas and Wisconsin.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WI
08/20/2010 - Present
Fisher Investments (DELAFIELD WI)
WI
06/01/2009 - 07/22/2010
MORGAN STANLEY SMITH BARNEY (MILWAUKEE WI)
WI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WAUWATOSA WI)
WI
09/01/1998 - 04/02/2007
MORGAN STANLEY DW INC. (GREENBAY WI)
IA
Issued 10/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/09/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/02/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 08/31/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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