1994 -
1996 First Vice President @ Smith Barney Financial
1991 -
1994 Vice President @
Bill Maynard Education
Arizona State University
Master's degree (History: World War II Studies)
2019
-
2021
University of North Texas
Bachelor of Business Administration (B.B.A.) (Marketing and Finance)
1976
-
1979
University of Arkansas, Fayetteville
(Marketing and Finance)
1974
-
1976
Lake Highlands High School, Dallas TX.
Bill Maynard Skills
Financial Product Sales
General Securities Principal
Series 7
Series 63
Mutual Funds
Wealth Management
Securities
Investments
Alternative Investments
Retirement Planning
Asset Allocation
Portfolio Management
Relationship Management
Retirement
Financial Services
Investment Advisory
Investment Strategies
Asset Management
Financial Advisory
Real Estate
Estate Planning
401k
IRAs
Strategic Financial Planning
Bonds
FINRA
Series 24
Series 6
Fixed Annuities
Investment Management
Variable Annuities
Series 65
ETFs
Life Insurance
Fixed Income
Wealth Management Services
Hedge Funds
Equities
Uniform Combined State Law
Wealth
Private Placements
401k Rollovers
Financial Planners
Insurance
Brokerage
Finance
Separately Managed Accounts
Capital Markets
Due Diligence
Qualified Retirement Plans
Bill Maynard Summary
Bill Maynard, based in Irvine, CA, US, is currently a Director at Piedmont Capital Distributors, LLC. Bill Maynard brings experience from previous roles at Cole Capital, AXA Equitable, AXA US and Smith Barney Financial. Bill Maynard holds a 2019 - 2021 Master's degree in History: World War II Studies @ Arizona State University. With a robust skill set that includes Financial Product Sales, General Securities Principal, Series 7, Series 63, Mutual Funds and more. Bill Maynard has 2 emails and 6 mobile phone numbers on RocketReach.
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