Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald May has over 45 years of experience in the financial industry, most recently at Raymond James Financial Services Advisors, Inc. Ronald holds licenses to provide investment advice in 34 states and the District of Columbia. Ronald has also served as a member of the Finance/Investment Committee for First United Methodist Church in Tarpon Springs, FL, since 1995. Ronald's current firm, Raymond James Financial Services Advisors, Inc, offers a wide range of financial services including portfolio management, financial planning, and educational seminars.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
03/12/2021 - Present
Raymond James Financial Services Advisors, Inc. (Trinity FL)
FL
01/01/2008 - 03/17/2021
WELLS FARGO CLEARING SERVICES, LLC (TRINITY FL)
FL
12/05/1977 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PORT RICHEY FL)
IA
Issued 7/7/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/3/1981
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 11/19/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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