Unclaimed
John James Petrides is an investment advisor representative with Tocqueville Asset Management LP. John has been in the industry since July 28, 2003. John has worked for J.P.Morgan Securities Inc., Advisors Capital Management, LLC, Point View Wealth Management and Tocqueville Asset Management LP. John's current registrations are as follows: Investment Adviser Representative with New York.
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.
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2
NY
09/06/2021 - Present
Tocqueville Asset Management LP (NEW YORK NY)
NY
07/28/2003 - 10/02/2008
J.P.MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 05/16/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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