Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irvin? Claim Your ProfileIrvin Lee Cherashore is a financial advisor with over 30 years of experience in the industry. Irvin is currently registered with Tocqueville Asset Management LP in New York, NY. Irvin has previously held roles at several firms, including The Winchester Group, Inc., The Stamford Company, Inc., and Lehman Brothers Incorporated. Irvin holds the Series 7TO, Series 24, and Series 63 licenses. Irvin has a strong background in portfolio management and specializes in providing advisory services to high-net-worth individuals, investment companies, 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
1
2
NY
09/15/2014 - Present
Tocqueville Asset Management LP (NEW YORK NY)
NY
05/08/1991 - 12/16/2013
THE WINCHESTER GROUP, INC. (NEW YORK NY)
NA
01/26/1989 - 10/01/1991
THE STAMFORD COMPANY, INC.
NA
05/06/1982 - 01/26/1989
STAMFORD CAPITAL, STERLING GRACE & CO., INC.
NA
11/03/1978 - 07/09/1982
VAN BERGEN & CO., INCORPORATED
NA
04/17/1975 - 02/03/1977
LEHMAN BROTHERS INCORPORATED
NA
10/14/1966 - 03/20/1975
ABRAHAM & CO., INC.
BC
Issued 07/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1966
Series 000 - General Securities Principal Examination
BC
Issued 03/17/1959
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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