Giro Maddaluna (CRD# 4876763) is an Investment Advisor Representative working at Cornerstone Planning Group in Fairfield, NJ and has over 13 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cornerstone Planning Group, LLC | Fairfield, NJ | Jun 2022 - Current | 1 |
| Luna Financial Group, LLC | Rutherford, NJ | Jan 2020 - Current | 4 |
| Eagle Strategies LLC | Saddle Brook, NJ | Apr 2014 - Jun 2022 | 8 |
| Nylife Securities LLC | Edison, NJ | Sep 2010 - Jun 2022 | 11 |
| New York Life Insurance Company | Edison, NJ | Jun 2010 - Jun 2022 | 12 |
| Bm Financial Group, LLC | Saddle Brook, NJ | Sep 2016 - Jan 2019 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2014 |
- NJ
-
Total Assets Under Management523MILLIONS
-
Total Number of Accounts2,367ACCOUNTS
-
Average Account Value$221,086
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AZ, CA, CT, FL, GA, MA, NC, NH, NJ, NY, PA, TX
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