Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Dov Kaufthal is a registered investment advisor representative with Tocqueville Asset Management LP. Joshua has been in the financial services industry since 2000 and is registered with the state of New York. Previously, Joshua was employed by REICH & TANG DISTRIBUTORS, INC. and UBS SECURITIES LLC. Joshua holds Series 7, Series 52TO, and SIE licenses and has a broad range of experience in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. In addition to his advisory work with Tocqueville Asset Management, Joshua is also involved in commercial real estate investments, family estate planning, and charitable work through various organizations.
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
08/18/2021 - Present
Tocqueville Asset Management LP (NEW YORK NY)
NY
09/23/2003 - 09/28/2009
REICH & TANG DISTRIBUTORS, INC. (NEW YORK NY)
NY
11/10/2000 - 08/25/2003
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 03/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joshua Kaufthal is the right advisor for you? Invested Better is here to help.
