Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Valletta is a registered Investment Advisor Representative with HR Investment Consultants, Inc. based in Baltimore, Maryland. Joseph has been in the industry since 1986. Joseph has passed the Series 65 Uniform Investment Adviser Law Examination and the Series 27 Financial and Operations Principal Examination. In addition to his advisory work with HR Investment Consultants, Inc., Joseph also owns 50% of Pension Data Source, Inc. (PDS), which publishes fee benchmarking data for retirement plans.
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.
Guidance on pension options to ensure a secure financial future.
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.
1
2
MD
06/27/2012 - Present
HR Investment Consultants, Inc. (BALTIMORE MD)
NA
12/02/1986 - 05/17/1990
HARVEST SECURITIES, INC.
IA
Issued 06/25/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1986
Series 27 - Financial and Operations Principal Examination
Active
Inactive
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