Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert William Kleinschmidt is an investment advisor representative with Tocqueville Asset Management LP. Robert has been in the industry since August 3, 1978 and is registered in 44 states. His firm is located in New York, NY and offers financial planning, portfolio management for businesses, individuals, investment companies and pooled investment vehicles. Robert is also a principal at Tocqueville Securities LP, a role that he has held since July 1991.
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.
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2
NY
03/09/2021 - Present
Tocqueville Asset Management LP (NEW YORK NY)
NY
07/24/1978 - 07/11/1991
DAVID J. GREENE AND COMPANY (NEW YORK NY)
BC
Issued 04/06/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/1981
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/10/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/18/1981
Series 41 - NYSE Allied Member Examination
BC
Issued 07/15/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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