Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Kaye is an investment advisor representative associated with Klingman and Associates, LLC. Joshua is licensed to provide investment advice in New York. Joshua has been with Klingman and Associates, LLC since March 2020. Joshua obtained the Series 65, Series 66 and the SIE exams. Joshua has experience with clients who are individuals other than high net worth, high net worth individuals, pension and profit sharing plans and charitable 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.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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
08/04/2021 - Present
Klingman AND Associates, LLC (NEW YORK NY)
IA
Issued 08/03/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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