Jeffrey M. May, CFP®

VP - Financial Consultant

+1 716-810-1173

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 6, 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

16 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2016-present
  • Associate Financial Consultant, Charles Schwab, 2013-2015
  • Assistant VP - Principal Review Desk, HSBC Securities USA, 2011-2013
  • Trade Desk Specialist, HSBC Securities USA, 2010-2011
  • Wealth Management Specialist, HSBC Securities USA, 2009-2010
  • Financial Representative, Rainey and Randall Investment Management, 2008-2009

Education

  • BA, Economics, University at Buffalo

Personal interests and affiliations

  • Financial Planning Association of WNY

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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