Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery James Maynard is a financial advisor with over 30 years of experience in the industry. Jeffery is currently registered with LPL Financial LLC in Kansas, Minnesota, North Dakota, South Dakota, and Wisconsin. Jeffery has previously worked at BANCWEST INVESTMENT SERVICES, INC., PRIMEVEST FINANCIAL SERVICES, INC. and PRUCO SECURITIES CORPORATION. Jeffery holds Series 6, 7, 63, and 65 licenses as well as the SIE exam.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
07/19/2023 - Present
LPL Financial LLC (MINNEAPOLIS MN)
ND
05/17/2006 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (FARGO ND)
MN
09/27/2001 - 05/17/2006
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
NJ
07/30/1992 - 09/26/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 04/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffery Maynard is the right advisor for you? Invested Better is here to help.
