Joseph KalmanovitzCRD Number: 4492517
Current Firm: Stonegate Capital Advisors, LLC
Joseph Kalmanovitz (CRD# 4492517) is an Investment Advisor Representative working at Stonegate Capital Advisors, LLC in Scottsdale, AZ and has over 15 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|Crown Capital Securities, LP||Orange, CA||May 2013 - Current||4|
|Stonegate Financial Group||Scottsdale, AZ||Apr 2013 - Current||4|
|Unemployed||Scottsdale, AZ||Feb 2013 - Mar 2013||< 1|
|Charles Schwab & Company, Inc.||Scottsdale, AZ||Jul 2005 - Jan 2013||7|
|Charles Schwab Bank||Scottsdale, AZ||Jul 2005 - Jan 2013||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2002|
Total Assets Under Management252MILLIONS
Total Number of Accounts198ACCOUNTS
Average Account Value$1,272,727
- 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
AZ, CA, CO, TX
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