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MM

Machelle R. May

Some features on this profile are disabled
CRD#: 2506083
MM

Professional summary

Machelle Rene May was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Machelle is a previously registered financial professional and started their career in finance in 1994. Prior to being barred, Machelle had worked at 1 firm, which includes FIXED INCOME SECURITIES INC..

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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

November 10, 1994 - March 3, 1997

FIXED INCOME SECURITIES, INC.

BD
CRD#: 14279
SAN DIEGO, CA

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
Series 63
Date: 8/24/1994
Uniform Securities Agent State Law Examination
Principal/Supervisory Exam
RR
Series 27
Date: 11/7/1994
Financial and Operations Principal Examination

Current Firm

FI
FIXED INCOME SECURITIES, INC.
FIXED INCOME SECURITIES, INC. | TRUSTAMERICA, A REGISTERED SECURITIES BROKER-DEALER

CRD#: 14279 / SEC#: , 8-30448

BD
Terminated by SEC on 04/05/2002
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Mailing Address
Phone number
Established
California since 02/01/1982
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
COLYER, SCOTT IRVINCHIEF OPERATING OFFICER1455160
COLYER, LISA ANNSHAREHOLDER1214637
MARLIN, DENNIS JAMESMANAGING MEMBER501770

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

FIXED INCOME SECURITIES, INC.

CRD#: 14279

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