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