Josephine MaselliCRD Number: 1388646
Current Firm: Morgan Stanley
Josephine Maselli (CRD# 1388646) is an Investment Advisor Representative working at Morgan Stanley in Medford, OR and has 1 year of experience in the finance industry.
Oregon Pacific Financial Advisors Inc.
Raymond James Financial Services Advisors, Inc.
Cetera Advisor Networks LLC
|Morgan Stanley Smith Barney||Medford, OR||Jun 2009 - Current||8|
|Citigroup Global Markets Inc.||Grants Pass, OR||Feb 2008 - Current||10|
|Citigroup Global Markets Inc.||Grants Pass, OR||Jul 1993 - Jan 2008||14|
Total Assets Under Management598,503MILLIONS
Total Number of Accounts1,610,240ACCOUNTS
Average Account Value$371,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY