See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

JM

Joseph J. Maltese, Mba

Certified Financial Planner® at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Osaic Wealth, Inc.</span>
Intro Book
Experienced financial planner and small business manager with 29 years of experience.
  • Claim this Profile
Location
Jacksonville, Florida, United States, US
Skills
  • Financial Planning
  • Retirement Planning
  • Investments
  • Small Business
  • Life Insurance
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Joseph J. Maltese is a seasoned financial professional with 29 years of experience in financial planning, investments, and small business management. He holds an MBA from the University of North Florida and is a Certified Financial Planner. Maltese has worked in various roles, including Captain at Louisville Fire & Rescue, President/CEO at Magnolia Disposal, Inc., and Sergeant in the United States Air Force.

Credentials

  • Certified Financial Planner™
    Certified Financial Planner Board of Standards, Inc.
    May, 2005
    - May, 2026

Experience

  • Osaic Wealth, Inc.
    • Certified Financial Planner®
      • Nov 2018 - Present

      Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Investment advisory services offered through Allegiance Financial Advisors, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic WealthRegi...

  • Signator Investors, Inc.
    • (now Osaic Wealth, Inc.)
    • CERTIFIED FINANCIAL PLANNER ®
      • 1995 - Present
      • (now Osaic Wealth, Inc.)
  • Ambulance Service Corporation (ASI)
    • Jacksonville, Florida
    • Medic
      • Jun 1992 - Feb 1995
      • Jacksonville, Florida

      Emergency Medical Services

  • Louisville Fire & Rescue
    • Captain
      • 1986 - 1992
  • Magnolia Disposal, Inc
    • Boulder, CO
    • President, CEO
      • 1982 - 1986
      • Boulder, CO

      Managed a residential and commercial waste removal corporation

  • United States Air Force
    • Sergeant
      • Oct 1976 - Oct 1982

      ATC

Education

  • 2013 - 2016
    University of North Florida
  • 2010 - 2013
    Colorado Technical University
  • The American College of Financial Services
  • The American College of Financial Services
  • 1972 - 1976
    Bainbridge-Guilford High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles