Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Mankarious is a financial advisor with RWA Wealth Partners. Paul is a CERTIFIED FINANCIAL PLANNER™ professional and is registered to offer investment advisory services in California, Illinois, Massachusetts, and Texas. Paul has a range of experience in the financial services industry, having previously worked with Charles Schwab & Co., Inc. and Assetmark Brokerage, LLC. Paul provides financial planning, portfolio management, estate planning, and tax return preparation services to individuals, families, businesses, and retirement plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate planning, tax return preparation & filing; model provider
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.
Model provider fee
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2
IL
12/06/2023 - Present
RWA Wealth Partners (Chicago IL)
IL
11/11/2021 - 08/11/2022
CHARLES SCHWAB & CO., INC. (Winnetka IL)
IL
08/15/2014 - 09/07/2021
ASSETMARK BROKERAGE, LLC (Chicago IL)
VA
05/17/2014 - 08/15/2014
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
IL
06/10/2010 - 10/07/2011
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BC
Issued 04/27/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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