Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Maynard is a financial advisor with over 20 years of experience in the financial services industry. He is registered with Osaic Wealth, Inc. and has previously worked with a variety of firms, including Securities America, Inc., Securities Service Network, LLC, and LPL Financial LLC. David holds a Series 7, Series 63, and Series 65 license and provides a range of financial services, including financial planning, portfolio management, and retirement planning. David has a strong commitment to helping clients achieve their financial goals and is dedicated to providing personalized service and advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
06/14/2024 - Present
Osaic Wealth, Inc. (HAMPTON VA)
NC
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Winston Salem NC)
NC
01/31/2019 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Winston Salem NC)
NC
02/26/2014 - 02/08/2019
LPL FINANCIAL LLC (WINSTON SALEM NC)
NC
01/14/2013 - 12/23/2013
LPL FINANCIAL LLC (WINSTON SALEM NC)
NC
06/18/2012 - 01/11/2013
PNC INVESTMENTS (GREENSBORO NC)
NC
10/18/2011 - 06/27/2012
MML INVESTORS SERVICES, LLC (GREENSBORO NC)
NC
03/07/2008 - 09/27/2011
LPL FINANCIAL LLC (WINSTON SALEM NC)
NC
11/08/2002 - 03/10/2008
UVEST FINANCIAL SERVICES GROUP, INC. (WINSTON-SALEM NC)
NY
11/24/2000 - 11/06/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
10/01/1999 - 11/08/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
09/16/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
BOTH
Issued 03/29/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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