Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Poetzsch is an Investment Advisor Representative at IEQ Capital, LLC, located in Foster City, CA. Douglas Poetzsch is also registered with IEQ Capital, LLC in Georgia. Douglas Poetzsch specializes in providing financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Douglas Poetzsch's previous employment includes Citi Private Alternatives, LLC and Citigroup Global Markets Inc.
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.
Guidance on pension options to ensure a secure financial future.
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.
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2
CA
02/26/2024 - Present
IEQ Capital, LLC (FOSTER CITY CA)
GA
11/06/2018 - 02/28/2024
CITI PRIVATE ALTERNATIVES, LLC (Atlanta GA)
GA
08/05/2013 - 02/28/2024
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
NY
08/31/2017 - 11/01/2018
CITI PRIVATE ADVISORY, LLC (New York NY)
BOTH
Issued 04/04/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 09/02/2015
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/15/2013
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/05/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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