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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Qiu is an Investment Advisor Representative with The Bollard Group LLC, a registered investment advisor firm with offices in Boston, MA. Jean specializes in private equity and special situation investments. Jean provides financial planning and portfolio management services to individuals, pooled investment vehicles, and other advisors. The Bollard Group manages approximately $5.6 billion in assets for clients including high-net-worth individuals and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advising on private equity and special situation investments
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.
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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MA
05/07/2020 - Present
THE Bollard Group LLC (BOSTON MA)
IA
Issued 07/14/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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