Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ethan? Claim Your ProfileEthan Kaufman is an investment advisor representative with Newedge Advisors. Ethan is registered in New York. Ethan holds a Series 65 license and the SIE designation. Ethan has been in the financial services industry since 2020. Ethan's experience includes positions at UBS, Diive Consultancy, Your PPE Inc. and Periscope Wealth Management. Ethan is registered as an investment advisor representative with Newedge Advisors, LLC and is associated with Periscope Wealth Management.
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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NY
05/08/2024 - Present
Newedge Advisors (New York NY)
IA
Issued 04/27/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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