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Joseph Frederick Kalish

NED Davis Research, Inc.

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About Joseph Frederick Kalish

Joseph Kalish is an Investment Advisor Representative with Ned Davis Research, Inc. with a current registration status of APPROVED in Florida. Joseph has been with Ned Davis Research, Inc. since July 1986 and is located in the Sarasota, Florida branch office. Joseph holds a Series 65 license.

Firm Information

Joseph Kalish is currently registered with NED Davis Research, Inc.. NED Davis Research, Inc. is an investment adviser based in Sarasota, FL. The firm provides a variety of advisory services, including security ratings, customized research, model portfolio services, pension consulting, educational seminars, and market timing services. NED Davis Research serves a wide range of clients, including insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisors, and more. The firm manages a total of $248,514 in client assets, primarily through a proprietary account.
NED Davis Research, Inc.

3665 BEE RIDGE ROAD

SARASOTA, FL 34233

$248,514

Assets Under Management

1,309

Total Clients

14

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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issues charts, graphs, etc & customized research, model portfolio services

Issues charts, graphs, etc & customized research, model portfolio services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Ndr receives bps on other ia's aum using ndr models

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Joseph Kalish’s Registration & Firm History

FL

06/28/2012 - Present

NED Davis Research, Inc. (SARASOTA FL)

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Licenses & Designations

IA

Issued 06/02/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Frederick Kalish.
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