Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald James May is a financial advisor at Raymond James Financial Services Advisors, Inc. Ronald has been in the industry since December 4, 1977. Ronald has a strong track record of success in helping clients achieve their financial goals. Ronald is a Certified Financial Planner and has a wide range of experience in financial planning, investment management, and retirement planning. Ronald is dedicated to providing his clients with personalized service and a high level of expertise.
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 07/07/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/03/1981
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
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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