Joseph Pleso (CRD# 6393806) is an Investment Advisor Representative working at Pleso Capital Group, Inc. in Monroeville, PA and has over 10 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 |
|---|---|---|---|
| Freedomtrust, LLC | Morgantown, WV | Sep 2020 - Current | 3 |
| Wright Wold Scientific, LLC | Morgantown, WV | May 2016 - Current | 7 |
| Pleso Capital Group Inc. | Pittsburgh, PA | Apr 2015 - Current | 9 |
| Philips | Murrysville, PA | Aug 2016 - Mar 2017 | < 1 |
| The Home Depot | Atlanta, GA | Jul 2016 - Jul 2016 | < 1 |
| Focusfeed | Pittsburgh, PA | Feb 2016 - Jul 2016 | < 1 |
| Openarc | Wexford, PA | Jun 2015 - Feb 2016 | < 1 |
| K-tek Resourcing | Houston, TX | Dec 2014 - Jun 2015 | < 1 |
| Upmc | Pittsburgh, PA | Jun 2014 - Jan 2015 | < 1 |
| Unemployed | Pittsburgh, PA | Jun 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2013 |
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
PA
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