Unclaimed
Edward Mitchell is a financial advisor with Goldman Sachs & Co. LLC, a firm with over $50 billion in assets under management. Edward has been in the industry since 2014 and is licensed in all 50 states. Edward's expertise includes investment banking, securities and investment advisory. He has earned his Series 63, Series 79, and Series 24 licenses.
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
10/23/2014 - Present
Goldman Sachs & Co. LLC (NEW YORK NY)
BC
Issued 06/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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