Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Tisdall Ostberg is an investment advisor representative at Tocqueville Asset Management LP, which is an affiliate of Tocqueville Securities LP. Peter holds Series 7, Series 52TO, and Series 63 licenses and is registered with the states of New York and New Jersey. Peter has been in the securities industry since 2004 and has been with Tocqueville since 2003. Peter specializes in providing investment advice to high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other investment advisors. Tocqueville Asset Management LP is a firm with over $8 billion in assets under management and offers a variety of services, including portfolio management, financial planning, and investment advice.
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
08/21/2021 - Present
Tocqueville Asset Management LP (NEW YORK NY)
BC
Issued 11/22/2004
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 10/25/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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