Joseph Bezjak (CRD# 7448521) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Windsor, CT and has 1 year of experience in the finance industry.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Voya Financial Advisors, Inc. | Morgantown, WV | Jun 2022 - Current | 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Nov 2021 - May 2022 | < 1 |
| Northwestern Mutual Investment Services LLC | Morgantown, WV | Nov 2021 - May 2022 | < 1 |
| Carlisle Construction Materials | Smithfield, PA | Jul 2021 - Nov 2021 | < 1 |
| Mylan Pharmaceuticals Contractor By Kelly Services | Morgantown, WV | Oct 2018 - Jul 2021 | 2 |
| Manpower | Bridgeport, WV | May 2018 - Sep 2018 | < 1 |
| Sams Club | Clarksburg, WV | Jan 2018 - Apr 2018 | < 1 |
| Fairmont State University | Fairmont, WV | Jan 2013 - Dec 2017 | 4 |
| Marion County Rescue Squad | Fairmont, WV | Nov 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- CT
- NY
- TX
- WV
-
Total Assets Under Management2,685MILLIONS
-
Total Number of Accounts13,923ACCOUNTS
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Average Account Value$192,831
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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