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Joseph Fredrick Kalish

NED DAVIS RESEARCH, INC.·VENICE, Florida
Series 65Clean record14 years registeredNED DAVIS RESEARCH, INC.
600 BIRD BAY DRIVE, WEST, VENICE, FL 34285-8020CRD# 5124348Firm CRD# 112260

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Fredrick Kalish · VENICE, FL
Registration
CRD #5124348 · NED DAVIS RESEARCH, INC. · 14 years registered
Brand Profile
Not yet started
01

Career History

NED DAVIS RESEARCH, INC.
Jun 2012 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 22, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NED DAVIS RESEARCH, INC.
CRD 112260 · SEC 801-60241
AUM
$249K
Regulatory assets under management
Employees
70
1 client accounts
Services offered by NED DAVIS RESEARCH, INC.
Per Form ADV
Publication of periodicals/newsletters
Market timing services
Educational seminars/workshops
Other advisory services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Nonprofits & Foundations
View all advisors at NED DAVIS RESEARCH, INC. →
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05

Frequently Asked Questions

What services does Joseph Fredrick Kalish offer?
Joseph Fredrick Kalish specializes in Financial Education. Contact their office in VENICE, Florida for a consultation.
What are Joseph Fredrick Kalish's credentials?
Joseph Fredrick Kalish is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Fredrick Kalish located?
Joseph Fredrick Kalish is based in VENICE, Florida, working with NED DAVIS RESEARCH, INC.. Their office serves clients in the VENICE metropolitan area and surrounding communities.
How does Joseph Fredrick Kalish charge for services?
Joseph Fredrick Kalish's firm is compensated through hourly charges, fixed fees, subscription fees, other: ndr receives bps on other ia's aum using ndr models. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NED DAVIS RESEARCH, INC.?
NED DAVIS RESEARCH, INC. has approximately 70 employees and manages $249K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NED DAVIS RESEARCH, INC.

Brian Thomas Sanborn
SARASOTA, FL
Lance Jay Stonecypher
VENICE, FL
Paul Michael Jakubowicz
SARASOTA, FL
Timothy Wheelock Hayes
VENICE, FL
Frances Langton Cashman
NOKOMIS, FL
Robert Clifton Schuster
VENICE, FL
CFA

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