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Joseph Fredrick Kalish

NED DAVIS RESEARCH, INC.·VENICE, Florida
Unclaimed Profile
600 BIRD BAY DRIVE, WEST, VENICE, FL 34285-8020CRD# 5124348Firm CRD# 112260
01

About

Joseph Fredrick Kalish is a registered financial advisor based in VENICE, Florida, affiliated with NED DAVIS RESEARCH, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Education
Client Types
Nonprofits & Foundations
03

Firm Overview

Firm
NED DAVIS RESEARCH, INC.
NED DAVIS RESEARCH, INC.
AUM
$249K
Regulatory assets under management
Employees
70
Total firm employees
View all advisors at NED DAVIS RESEARCH, INC. →
Services
Publication of periodicals/newsletters
Market timing services
Educational seminars/workshops
Other advisory services
Charitable organization or education services
Other
04

Background

Compensation
Hourly charges
Fixed fees
Subscription fees
Other: NDR RECEIVES BPS ON OTHER IA'S AUM USING NDR MODELS
Regulatory
SEC/IARD CRD# 5124348
Firm CRD# 112260
No disclosures on file
View on FINRA BrokerCheck →

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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 in VENICE
Donna J. Guinta — FOURTHOUGHT FINANCIAL PARTNERS, LLC.Nathan Edward Davis — NED DAVIS RESEARCH, INC.Robert Clifton Schuster — NED DAVIS RESEARCH, INC.Peter Richard Ensor — NED DAVIS RESEARCH, INC.Brenden Raphael Curcio — INTEGRITY MANAGEMENT & RESEARCH INC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
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