Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chadd? Claim Your ProfileChadd Krist is an investment banking professional based in Menlo Park, California. Chadd Krist has a broad background in the securities industry, having held previous roles at Barclays Capital Inc., Atlas Technology Group LLC, and Wedbush Securities Inc. Chadd Krist is currently registered with Centerview Partners LLC. Chadd Krist holds the Series 63, SIE, and Series 79 licenses.
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.
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.
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2
CA
10/19/2021 - Present
Centerview Partners LLC (Menlo Park CA)
CA
03/19/2019 - 10/07/2021
BARCLAYS CAPITAL INC. (MENLO PARK CA)
CA
06/20/2017 - 04/08/2019
ATLAS TECHNOLOGY GROUP LLC (SAN FRANCISCO CA)
CA
02/16/2017 - 05/30/2017
WEDBUSH SECURITIES INC. (SAN FRANCISCO CA)
BC
Issued 05/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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