Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bertash is an investment advisor representative currently registered with Tocqueville Asset Management LP. Michael has been in the industry since June 16, 1994 and has a broad range of experience. Michael has held positions at a number of firms, including Seligman Advisors, Inc., Bear, Stearns & Co. Inc., and Drexel Burnham Lambert Incorporated. Michael has a strong record of success and is committed to providing his clients with the highest quality of service. Michael holds Series 63, 65, 7, SIE and 52TO licenses.
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
05/30/2021 - Present
Tocqueville Asset Management LP (NEW YORK NY)
MA
03/31/1997 - 08/03/2004
SELIGMAN ADVISORS, INC. (BOSTON MA)
NY
11/08/1991 - 02/24/1997
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
02/05/1990 - 10/29/1991
BURNHAM SECURITIES INC. (NEW YORK NY)
NA
06/30/1988 - 08/11/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
09/22/1987 - 07/09/1988
SEI FINANCIAL SERVICES COMPANY
BC
Issued 01/28/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/12/1994
Series 65 - Uniform Investment Adviser 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 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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