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Joseph Daniel Malego

Osaic Wealth, Inc.

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About Joseph Daniel Malego

Joseph Malego is a financial advisor with over 30 years of experience in the industry. Joseph is registered with Osaic Wealth, Inc. Joseph has a wide range of experience providing financial planning and investment advisory services to individuals, families, and businesses. Joseph is also a registered tax practitioner and has experience in tax preparation and limited payroll. Joseph's previous experience includes working with Woodbury Financial Services, Inc. and Metropolitan Life Insurance Company.

Firm Information

Joseph Malego is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Malego’s Registration & Firm History

PA

01/19/2024 - Present

Osaic Wealth, Inc. (MOUNT PLEASANT PA)

PA

05/18/1992 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (MOUNT PLEASANT PA)

NA

07/13/1983 - 06/08/1988

METROPOLITAN LIFE INSURANCE COMPANY

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Licenses & Designations

IA

Issued 01/28/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/04/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Daniel Malego.
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