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牌照
甲級牌照
由全球知名监管机构颁发，这些许可证通过严格的合规性、资金隔离、保险和定期审计，确保最高程度的交易者保护。争议解决和遵守 AML/CTF 标准进一步提高了安全性。
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由受尊敬的区域监管机构授予，这些许可证提供强大的安全措施，例如资金隔离、财务报告和补偿计划。虽然没有等级 1 那么严格，但它们提供可靠的区域保护。
C 級牌照
由新兴市场的监管机构颁发，这些许可证提供基本保护，例如最低资本要求和 AML 政策。监管较不严格，因此交易者应谨慎行事并验证安全措施。
D 級牌照
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公司資料
了解 United Capital
公司資料
了解 United Capital
Founded in 2005 by Joe Duran, United Capital Financial Advisers, LLC grew into one of the largest registered investment advisers (RIAs) in the United States. The firm pioneered the concept of "Financial Life Management," which combined traditional wealth management with a deeper understanding of clients' personal goals and values. In 2019, Goldman Sachs acquired United Capital for $750 million to expand its own wealth management services to high-net-worth clients. The firm has since been fully integrated and rebranded as Goldman Sachs Personal Financial Management, continuing its mission of providing holistic financial planning and investment management under the Goldman Sachs umbrella.
行业
- 金融 财富管理主要
- 金融 银行业
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社交
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重点评论
回顾分析
Omolayo Rumide
直接
坏
Overall Thought
They are the worst investment house I've ever known with incompetent team and backward technology. I think they are even about to close down because it's taking them almost 5 days to attend to my withdrawal of just 50,000 managing me with lots of lies.
ต.ค. 16, 2024
A
Aderibigbe Yusuf
直接
优秀
Overall Thought
United Capital offers a secure, accessible, and convenient investment experience, making it a top choice for anyone looking to grow their wealth.What truly sets United Capital apart is the ease with which I can manage my investments. Their user-friendly online platforms and mobile app provide intuitive tools for tracking and optimizing my portfolio. It's a pleasure to navigate, even for someone like me who may not be a financial expert.
ส.ค. 29, 2023
A
ebryhimart
直接
优秀
Overall Thought
Thank you United Capital for buying my enterprise funded. Matthew Wiemann become so helpful & very informed on exclusive sorts of mortgage options & that turned into fine suitable for my enterprise. He walked me thru every step of the process & investment became to be had inside 2 days.
ส.ค. 29, 2023
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