Unclaimed
Robert McManis is a financial advisor with Great Point Capital LLC. Robert has been in the financial services industry since March 6, 2016. Robert has a Series 7, Series 55, Series 57TO, and SIE license, and is registered with the state of Texas. Before joining Great Point Capital LLC, Robert was employed at AVATAR SECURITIES, LLC in New York, NY.
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.
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.
1
2
TX
11/21/2023 - Present
Great Point Capital LLC (AUSTIN TX)
NY
09/22/2021 - 01/09/2023
AVATAR SECURITIES, LLC (NEW YORK NY)
TX
04/27/2015 - 09/21/2021
GREAT POINT CAPITAL LLC (AUSTIN TX)
BC
Issued 11/29/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2015
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
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