Patti May Email & Phone Number
Financial Consultant @ Sterling National Financial Group
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Patti May Location
- San Ramon, CA, US
Patti May Work
- Investment Advisor Representative @ J.W. Cole Advisors, Inc. (April 2019 - Present)
- Financial Consultant @ (January 2011 - Present)
- Financial and Insurance @ (April 1995 - Present)
- Financial and Insurance Advisor @ May Financial & Insurance Services (January 1992 - Present)
- Investment Advisor Representative @ Global Financial Private Capital, LLC (April 2015 - April 2019)
- Registered Representative @ Cetera Advisor Networks LLC (January 2004 - January 2014)
Patti May Education
- Oregon State University
Bachelor of Science (B.S.) (Business - Finance)
Patti May Skills
- 401k
- 401k Rollovers
- 403 b
- Alternative Investments
- ETFs
- Estate Planning
- Fiduciary
- Financial Advisory
- Financial Planning
- Financial Services
- Fixed Annuities
- Insurance
- Investment Advisory
- Investment Strategies
- Investments
- Life Insurance
- Mutual Funds
- Personal Financial Planning
- Portfolio Management
- Retirement
- Retirement Income Strategies
- Retirement Planning
- Retirement Savings
- Roth IRA
- Wealth Management
- Wealth Management Services
Patti May Summary
- Patti May, based in San Ramon, CA, US, is currently a Financial Consultant at Sterling National Financial Group. Patti May brings experience from previous roles at J.W. Cole Advisors, Inc., National Life Group and Life Insurance Company of Southwest, May Financial & Insurance Services and Global Financial Private Capital, LLC. Patti May holds a Bachelor of Science (B.S.) in Business - Finance @ Oregon State University. With a robust skill set that includes 401k, 401k Rollovers, 403 b, Alternative Investments, ETFs and more. Patti May has 3 emails and 1 mobile phone numbers on RocketReach.
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