Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlisle? Claim Your ProfileCarlisle Page Bell is a registered representative with Goldman Sachs & Co. LLC, a firm with over 1800 employees and $222.7 billion in regulatory assets under management. Prior to joining Goldman Sachs, Carlisle Page Bell held positions with TCG Capital Markets L.L.C. and FORESIDE FUND SERVICES, LLC. Carlisle Page Bell has passed the Series 63, Series 7TO, and Series 57TO examinations. Carlisle Page Bell is registered in all 50 states and the District of Columbia.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
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2
NY
05/31/2022 - Present
Goldman Sachs & Co. LLC (NEW YORK NY)
NY
01/03/2022 - 05/19/2022
TCG CAPITAL MARKETS L.L.C. (NEW YORK NY)
NY
05/12/2020 - 12/31/2021
FORESIDE FUND SERVICES, LLC (New York NY)
NY
12/10/2018 - 03/26/2020
CANTOR FITZGERALD & CO. (NEW YORK NY)
BC
Issued 08/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2019
Series 57TO - Securities Trader Exam
BC
Issued 12/10/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/13/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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