Unclaimed
Chad Louis Boeding is a financial advisor associated with Epiq Capital Group, LLC in San Francisco, California. Chad has been working in the financial industry since 2000. Chad holds the Series 3, Series 7 and Series 66 licenses. Chad has previous experience with firms such as Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated and Goldman, Sachs & Co.
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.
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.
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.
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2
CA
05/09/2018 - Present
Epiq Capital Group, LLC (SAN FRANCISCO CA)
CA
06/01/2009 - 12/21/2011
MORGAN STANLEY SMITH BARNEY (SAN FRANCISCO CA)
CA
03/07/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN FRANCISCO CA)
NY
10/19/2000 - 03/24/2008
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 12/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2000
Series 3 - National Commodity Futures Examination
Active
Inactive
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