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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph John Matusz is a financial advisor with Prosperity Wealth Management, Inc. Joseph is a licensed investment advisor in Pennsylvania. Joseph has been in the financial services industry for over 30 years. Joseph has a wide range of experience in providing financial advice to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Joseph is also a registered representative with a number of firms, including Fortune Financial Services, Inc. and MetLife Securities Inc. Joseph is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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PA
01/03/2020 - Present
Prosperity Wealth Management, Inc. (North Versailles PA)
PA
06/07/2004 - 12/31/2023
FORTUNE FINANCIAL SERVICES, INC. (N VERSAILLES PA)
MA
09/09/2003 - 06/04/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/09/2003 - 06/04/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
PA
09/15/1999 - 09/03/2003
TRUSTMARK FINANCIAL GROUP, INC. (GREENSBURG PA)
NJ
03/09/1999 - 09/13/1999
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
MD
04/09/1996 - 03/30/1999
H. BECK, INC. (ROCKVILLE MD)
PA
03/02/1994 - 04/25/1996
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
IN
12/14/1992 - 02/16/1994
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/14/1992 - 02/16/1994
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
10/09/1989 - 12/21/1992
MONY SECURITIES CORP. (NEW YORK NY)
NY
10/09/1989 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
IA
Issued 09/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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