Broker Check
Joseph J. Maltese, CFP, ChFC, CLU

Joseph J. Maltese, CFP, ChFC, CLU

Joe Maltese's background includes serving four years in the U. S. Air Force.  He then worked in Emergency Medical Services and eventually spent a decade as a business owner. In 1995, he joined Signator Investors, Inc. as a Registered Representative and John Hancock as an Agent. In 1999, he became an Investment Advisor Representative. In the ensuing years, he has also worked as a Sales Manager and Brokerage Manager. He possesses a Bachelor's Degree in Financial Services and a Master's Degree in Business Administration (MBA), and has been designated a Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Life Underwriter Training Council Fellow (LUTCF) by the American College. He obtained his Certified Financial Planner™ certification from the Certified Financial Planner Board of Standards in May of 2005. He joined Allegiance Financial Advisors as an Investment Advisor Representative in 2008 and is a member of the Allegiance Financial Advisors Investment Committee. In 2009, he was named Vice President.  In 2018, he became affiliated with Osaic Wealth, Inc. as a Registered Representative.

Licenses currently held: FINRA Series 6, 7, 24, 26, 51, 63, and 66. 

For additional information, refer to our firm’s ADV Part 2B.

Contact Joe at (904) 642-4401 x118 or by email