Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Barrett May is a registered investment advisor representative in the state of Florida. Stephen is currently employed by Raymond James & Associates, Inc., located in Winter Park, Florida. Stephen has been in the industry since January 23, 2007. Stephen is licensed to sell securities in all 50 states and the District of Columbia. Stephen has passed the following exams: Series 6, 7, 9, 10, 63, 66, and SIE. Stephen is licensed to sell securities in all 50 states and the District of Columbia. Stephen has passed the following exams: Series 6, 7, 9, 10, 63, 66, and SIE. Prior to working with Raymond James, Stephen was employed by Morgan Keegan & Company, Inc., in Winter Park, Florida, and SunTrust Investment Services, Inc. in Orlando, Florida.
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.
Please see note in schedule d - miscellaneous
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
FL
02/13/2013 - Present
Raymond James & Associates, Inc. (WINTER PARK FL)
FL
05/17/2010 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (WINTER PARK FL)
FL
01/24/2007 - 05/19/2010
SUNTRUST INVESTMENT SERVICES, INC. (ORLANDO FL)
BOTH
Issued 02/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/28/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Stephen May is the right advisor for you? Invested Better is here to help.
