Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam May is a financial advisor at Cambridge Investment Research Advisors, Inc. William has been in the financial services industry since March 24, 2002. William is a Certified Financial Planner and holds the Series 6, 7, 63, and 66 licenses. William has been registered with Cambridge Investment Research Advisors, Inc. since July 14, 2014. William's firm is based in Fairfield, IA and has over 3,000 employees. The firm has a total of 71,763 clients. Cambridge Investment Research Advisors, Inc. provides a variety of financial services, including financial planning, portfolio management, 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.
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.
Solicitation fees from 3rd party money managers
1
2
KS
12/07/2015 - Present
Cambridge Investment Research Advisors, Inc. (Wichita KS)
KS
03/25/2002 - 07/17/2014
NEW ENGLAND SECURITIES (WICHITA KS)
BOTH
Issued 12/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William May is the right advisor for you? Invested Better is here to help.
