Unclaimed
Karissa Kutzer is a registered representative with Goldman Sachs & Co. LLC. Karissa is licensed to sell securities in New York. Karissa has passed the Series 6TO, SIE and Series 63 exams. Karissa has been in the industry since 2019. Karissa is associated with the COHOES, NY branch of Goldman Sachs & Co. LLC.
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
04/26/2021 - Present
Goldman Sachs & Co. LLC (COHOES NY)
BC
Issued 06/17/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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