Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joe? Claim Your ProfileJoe Charles Boden is a financial advisor with over 20 years of experience in the financial services industry. Joe is currently registered with EP Wealth Advisors as an Investment Advisor Representative. Joe has previously worked with several firms, including Fidelity Brokerage Services LLC, Wells Fargo Securities Inc., Seafirst Investment Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joe holds Series 63 and 65 licenses and is also a Certified Financial Planner. He is also a registered Investment Advisor in both California and Washington. Joe specializes in providing financial planning and investment management services to individuals, families, businesses, and charitable organizations. Joe is a trusted advisor to his clients, and he is committed to helping them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Retirement plan advisory services & tax preparation services
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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WA
06/03/2019 - Present
EP Wealth Advisors (Seattle WA)
WA
08/24/1998 - 10/03/2012
FIDELITY BROKERAGE SERVICES LLC (BELLEVUE WA)
CA
12/06/1996 - 08/11/1998
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
WA
08/04/1993 - 11/19/1996
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
NY
11/07/1991 - 11/13/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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