Unclaimed
Chloe Lin is a Registered Representative at Goldman Sachs & Co. LLC, a leading global investment banking, securities and investment management firm. Chloe has been in the industry since June 1, 2021 and specializes in investment banking, securities, and investment management. Chloe is licensed to sell a variety of financial products and services, including securities, investment advisory services, and insurance products. Chloe holds the Series 79TO and SIE exams.
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
CA
12/23/2022 - Present
Goldman Sachs & Co. LLC (SAN FRANCISCO CA)
BC
Issued 12/23/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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