Maynard Azose, financial advisor Seattle WA
70 score

Maynard Azose

CRD Number: 6101122
Current Firm: Waddell & Reed

Maynard Azose (CRD# 6101122) is an Investment Advisor Representative working at Waddell & Reed in Seattle, WA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Waddell & Reed, Inc. Seattle, WA May 2014 - Current 2
Various Insurance Carriers For W & R Insurance Agencies Seattle, WA May 2014 - Current 2
Mass Matual Seattle, WA Apr 2014 - May 2014 < 1
Edward Jones St Louis, MO Aug 2012 - Apr 2014 1
Unemployed Seattle, WA Jun 2012 - Aug 2012 < 1
Torat Emet Synagogue Columbus, OH Jan 2010 - Jun 2012 2
Hillel Center For Jewish Life On Campus Columbus, OH Sep 2009 - Jun 2011 1
Express Columbus, OH Jul 2009 - Oct 2009 < 1
Student Seattle, WA May 2004 - Jul 2009 5
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Maynard Azose
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • CO
  • MT
  • OH
  • RI
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
70

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