Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Maglio is a financial advisor with Churchill Management Group. Joseph has been in the industry since 2008. He has a Series 7 and Series 66 licenses and is registered in Florida as an Investment Advisor Representative (IAR). Joseph's previous experience includes positions at TD Ameritrade, Charles Schwab, and Merrill Lynch.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
07/07/2023 - Present
Churchill Management Group (Miami FL)
PA
11/22/2022 - 12/22/2022
CHARLES SCHWAB & CO., INC. (Radnor PA)
PA
10/04/2022 - 12/22/2022
TD AMERITRADE, INC. (RADNOR PA)
NJ
12/18/2009 - 03/16/2021
TD AMERITRADE, INC. (MARLTON NJ)
NJ
08/14/2008 - 05/21/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MT. LAUREL NJ)
BOTH
Issued 10/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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