Unclaimed Profile

Joseph James Maltese

ALLEGIANCE FINANCIAL ADVISORS, INC.·JACKSONVILLE, Florida

Series 51, Series 24, Series 26, Series 7, Series 6, Series 66, Series 63CFPClean recordALLEGIANCE FINANCIAL ADVISORS, INC.

3112 ST. JOHNS BLUFF ROAD SOUTH, JACKSONVILLE, FL 32246-3712CRD# 2615850Firm CRD# 127293

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph James Maltese · JACKSONVILLE, FL

Registration

CRD #2615850 · ALLEGIANCE FINANCIAL ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Joseph James Maltese is a registered financial advisor based in JACKSONVILLE, Florida, affiliated with ALLEGIANCE FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ALLEGIANCE FINANCIAL ADVISORS, INC.

AUM

$131M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ALLEGIANCE FINANCIAL ADVISORS, INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2615850

Firm CRD# 127293

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joseph James Maltese offer?

Joseph James Maltese specializes in Financial Planning, Investment Management. Contact their office in JACKSONVILLE, Florida for a consultation.

What are Joseph James Maltese's credentials?

Joseph James Maltese holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joseph James Maltese located?

Joseph James Maltese is based in JACKSONVILLE, Florida, working with ALLEGIANCE FINANCIAL ADVISORS, INC.. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.

How does Joseph James Maltese charge for services?

Joseph James Maltese's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALLEGIANCE FINANCIAL ADVISORS, INC.?

ALLEGIANCE FINANCIAL ADVISORS, INC. has approximately 7 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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