Unclaimed
Wai land Tai is a registered representative with Goldman Sachs & Co. LLC. Wai land has been in the industry since 2015 and is a Series 16 licensed professional. Prior to joining Goldman Sachs, Wai land Tai was employed at CLSA AMERICAS, LLC in New York, NY. Wai land Tai's specializations include portfolio management for individuals, businesses and pooled investment vehicles. The advisor is also available to provide financial planning and educational seminars.
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
02/26/2020 - Present
Goldman Sachs & Co. LLC (NEW YORK NY)
NY
03/04/2015 - 01/02/2020
CLSA AMERICAS, LLC (NEW YORK NY)
BC
Issued 03/04/2015
Series 16 - NYSE Supervisory Analyst Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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