Jeffrey MayCRD Number: 5465072
Current Firm: Charles Schwab & Company, Inc.
Jeffrey May (CRD# 5465072) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Amherst, NY and has over 9 years of experience in the finance industry.
Level Financial Advisors, Inc.
Park Avenue Securities LLC
Linwood Investment Advisors Inc.
|Charles Schwab & Company, Inc.||Amherst, NY||Apr 2013 - Current||4|
|Charles Schwab Bank||Amhurst, NY||Apr 2013 - Current||4|
|Hsbc Securities (usa) Inc.||Buffalo, NY||Jan 2009 - Apr 2013||4|
|Great American Advisors, Inc.||Gulfport, FL||Dec 2007 - Dec 2008||1|
|Rainey & Randall||Gulfport, FL||Nov 2007 - Dec 2008||1|
|Ryan's Greyside Grille||West Seneca, NY||Oct 2006 - Aug 2007||< 1|
|University Of Buffalo||Amherst, NY||Aug 2005 - May 2007||1|
|University Of Buffalo||Amherst, NY||Aug 2002 - Mar 2007||4|
|Unemployed||New York, NY||Sep 2006 - Oct 2006||< 1|
|Westmore Club||Nantucket, MA||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2007|
|S65||NASAA Investment Advisors Law Examination||May 2008|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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