Joseph MalegoCRD Number: 1148104
Current Firm: Woodbury Financial Services, Inc.
Joseph Malego (CRD# 1148104) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Mount Pleasant, PA and has over 24 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Staley Capital Advisers Inc.
Xpyria Investment Advisors, Inc.
|Fortis Investors, Inc.||Mt. Pleasant, PA||Jan 1992 - Current||25|
|The Insurance Center (self Employed)||Mt Pleasant, PA||May 1988 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1992|
|S65||NASAA Investment Advisors Law Examination||Jan 2000|
Total Assets Under Management2,697MILLIONS
Total Number of Accounts14,956ACCOUNTS
Average Account Value$180,319
- 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
- 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, MA, 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