Unclaimed
Svetlana Maiolo is a registered representative with Goldman Sachs & Co. LLC, holding Series 99TO and SIE licenses. Svetlana has been in the industry since June 30, 2020. Goldman Sachs & Co. LLC is an investment firm managing more than $50 billion in assets. They are registered with the Securities and Exchange Commission and FINRA. The firm specializes in portfolio management for individuals, businesses, and pooled investment vehicles. They offer various services, including financial planning, educational seminars, and the publication of periodicals.
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
UT
07/01/2020 - Present
Goldman Sachs & Co. LLC (SALT LAKE CITY UT)
BC
Issued 07/01/2020
Series 99TO - Operations Professional Examination
BC
Issued 05/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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