Unclaimed
Maynard Azose is an investment advisor representative with Osaic Wealth, Inc. Maynard has been in the securities industry since November 2012. Maynard has an active license in Washington, Texas and Ohio. Maynard has held previous positions with Waddell & Reed and Edward Jones.
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.
1
2
WA
03/11/2021 - Present
Osaic Wealth, Inc. (SPOKANE WA)
WA
06/12/2014 - 03/17/2021
WADDELL & REED (SPOKANE WA)
WA
09/14/2012 - 04/10/2014
EDWARD JONES (SEATTLE WA)
BOTH
Issued 09/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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