Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Kalon May is a financial advisor with Wells Fargo Clearing Services, LLC. Scott has been in the industry since 1992 and holds the Series 6, 7, 63, and 65 securities licenses as well as the SIE exam. Scott has been registered with Wells Fargo Advisors LLC since 2009 and with Wells Fargo Clearing Services, LLC since 2016. Previously, Scott worked with Wachovia Securities, Inc., Wachovia Brokerage Service, and GNA Securities, Inc. Scott's experience and licenses enable him to provide a wide range of financial services to individuals and 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.
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.
Investment consulting services to institutional clients
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.
1
2
MO
07/09/2012 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
NC
09/21/2000 - 02/22/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
02/14/2000 - 08/15/2000
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
05/31/1994 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
VA
10/01/1992 - 05/31/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
BOTH
Issued 07/06/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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