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Jean Nmn Qiu

THE BOLLARD GROUP LLC·BOSTON, Massachusetts
Series 65Clean record8 years registeredTHE BOLLARD GROUP LLC
ONE JOY STREET, BOSTON, MA 02108CRD# 6969283Firm CRD# 155317

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jean Nmn Qiu · BOSTON, MA
Registration
CRD #6969283 · THE BOLLARD GROUP LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

THE BOLLARD GROUP LLC
Jul 2018 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 17, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE BOLLARD GROUP LLC
CRD 155317 · SEC 801-72749
AUM
$5.7B
Regulatory assets under management
Employees
29
476 client accounts
Services offered by THE BOLLARD GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at THE BOLLARD GROUP LLC →
Introduction

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05

Frequently Asked Questions

What services does Jean Nmn Qiu offer?
Jean Nmn Qiu specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are Jean Nmn Qiu's credentials?
Jean Nmn Qiu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jean Nmn Qiu located?
Jean Nmn Qiu is based in BOSTON, Massachusetts, working with THE BOLLARD GROUP LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Jean Nmn Qiu charge for services?
Jean Nmn Qiu's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE BOLLARD GROUP LLC?
THE BOLLARD GROUP LLC has approximately 29 employees and manages $5.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE BOLLARD GROUP LLC

Anastasios Nmn Parafestas
BOSTON, MA

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Research
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