Unclaimed
Edward Maynard has been in the financial services industry since July 1994. Edward is currently registered with Stonex Advisors Inc. in Alabama. Prior to joining Stonex Advisors Inc., Edward was registered with Cambridge Investment Research, Inc. in Ohio and Eneric Financial Services, Inc. in Iowa. Edward holds a Series 6, Series 7, Series 63, and Series 65 securities license and also has a SIE certification.
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.
Financial consulting services
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.
1
2
AL
06/06/2016 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
OH
07/12/2001 - 04/06/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (CINCINNATI OH)
IA
09/07/1995 - 07/12/2001
ENERIC FINANCIAL SERVICES, INC. (FAIRFIELD IA)
RI
07/11/1994 - 08/25/1995
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 06/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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