Joseph Matusz (CRD# 1970459) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in North Versailles, PA and has over 34 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prosperity Wealth Management, Inc. | San Ramon, CA | Nov 2017 - Current | 6 |
| Fortune Financial Services, Inc. | New Brighton, PA | Jun 2004 - Current | 19 |
| Golden Triangle | 616 Lincoln Highway, PA | Sep 1993 - Current | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1990 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1999 |
- PA
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Total Assets Under Management243MILLIONS
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Total Number of Accounts1,611ACCOUNTS
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Average Account Value$151,068
- 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
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, WA
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