Unclaimed
Caroline Magee Page is an investment professional with experience in the industry. Caroline is currently registered as a representative of Goldman Sachs & Co. LLC. She has been active in the industry since August 2023. Caroline's primary registration is with FINRA and she is licensed to provide investment banking services. Her registration is active.
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
1
2
NY
08/14/2023 - Present
Goldman Sachs & Co. LLC (NEW YORK NY)
BC
Issued 08/14/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/12/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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