Unclaimed
Ryan Maynard is a financial advisor with Vaquero Private Wealth, Ltd. based in Dallas, Texas. Ryan has been in the financial industry since 2002, providing financial advice and portfolio management to a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. Ryan holds the Series 7, Series 31, and Series 66 licenses and is a Certified Financial Planner and a Chartered Financial Analyst. Ryan's expertise includes financial planning, investment management, and retirement planning. Ryan's focus is on building long-term relationships with clients and providing personalized financial 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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
02/26/2021 - Present
Vaquero Private Wealth, Ltd. (DALLAS TX)
TX
04/22/2002 - 03/01/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
BOTH
Issued 04/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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