Unclaimed
Michael Carr is a financial advisor with Goldman Sachs & Co. LLC, a leading investment bank and financial services firm. Michael has been in the industry since 1983 and has a strong track record of success. Michael is a Series 7, Series 10, Series 24 and Series 79TO licensed professional. Michael's expertise includes portfolio management, investment banking, and financial planning. Michael has experience working with a wide range of clients, including high-net-worth individuals, corporations, and institutions. Michael is committed to providing clients with personalized financial advice and helping them achieve their financial goals. Michael previously held positions at Smith Barney Inc., Salomon Brothers Inc., Smith Barney, Harris Upham & Co., Incorporated and Drexel Burnham Lambert Incorporated.
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
08/19/1998 - Present
Goldman Sachs & Co. LLC (NEW YORK NY)
NY
11/28/1997 - 08/26/1998
SMITH BARNEY INC. (NEW YORK NY)
NY
08/19/1985 - 08/26/1998
SALOMON BROTHERS INC. (NEW YORK NY)
NA
06/15/1984 - 08/24/1984
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
01/22/1982 - 08/03/1983
DREXEL BURNHAM LAMBERT INCORPORATED
BC
Issued 12/29/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/14/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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