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HM

Herbert G. May

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CRD#: 1243958
HM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Herbert George May III, who also goes by Herbert George May, was a registered financial professional .

Herbert is a previously registered financial professional and started their career in finance in 1984. Herbert had worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Herbert George May

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 13, 2013 - March 29, 2016

CURIAN CAPITAL, LLC

RIA
CRD#: 120270
DENVER, CO
Past

February 25, 2005 - January 7, 2008

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
AUBURNDALE, MA
Past

January 3, 2002 - February 12, 2020

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
DENVER, CO
Past

August 1, 1994 - December 31, 2004

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
LOS ANGELES, CA
Past

May 4, 1989 - July 15, 1994

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI
Past

May 28, 1987 - April 9, 1990

MONARCH FINANCIAL SERVICES, INC.

BD
CRD#: 8520
Past

March 28, 1984 - June 11, 1987

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/12/2013
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CC
CURIAN CAPITAL, LLC
CURIAN CAPITAL, LLC | JNL ADVISORS, LLC

CRD#: 120270 / SEC#: 801-61122

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Contact information


Main Address
7601 Technology Way, Denver, CO 80237
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

CURIAN CAPITAL WRAP FEE BROCHURE (3/30/2016)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CURIAN CAPITAL, LLC

CRD#: 120270

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