Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Paul Mavar is a registered investment advisor representative with Chickasaw Capital Management, LLC. Geoffrey has been in the securities industry since December 1990. Geoffrey has a strong background in investment banking and financial operations, and is also a trustee, treasurer, and CFO of Maingate MLP Fund, an open-ended mutual fund registered under the Investment Company Act of 1940. Geoffrey specializes in providing portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TN
01/20/2004 - Present
Chickasaw Capital Management, LLC (MEMPHIS TN)
TN
01/02/2002 - 12/31/2003
GREEN SQUARE SECURITIES, LLC (MEMPHIS TN)
TN
09/21/2001 - 12/31/2001
WUNDERLICH SECURITIES, INC. (MEMPHIS TN)
NY
12/17/1990 - 10/04/2001
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 07/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/11/2002
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1991
Series 3 - National Commodity Futures Examination
BC
Issued 12/14/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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