Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Robert Point is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with U.s. Bancorp Investments, Inc. in Charlotte, NC. Michael has previously worked with Commerce Street Capital, LLC in Dallas, TX, Clark Securities, Inc. in Frisco, TX, and Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY. Michael holds Series 6, 7, 63, 65, 66, 79TO and SIE licenses. Michael is a licensed representative in Texas and specializes in Financial Planning, Portfolio Management, and publication of investment periodicals.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NC
06/24/2020 - Present
U.s. Bancorp Investments, Inc. (Charlotte NC)
TX
06/17/2015 - 06/25/2020
COMMERCE STREET CAPITAL, LLC (DALLAS TX)
TX
10/31/2005 - 02/05/2008
CLARK SECURITIES, INC. (FRISCO TX)
NY
11/07/1996 - 05/30/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/28/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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