Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josephine? Claim Your ProfileJosephine Frances Mastilak is a financial advisor with over 40 years of experience in the industry. Josephine is a Certified Financial Planner, and currently works at Stifel, Nicolaus & Company, Inc. Previously Josephine worked at WELLS FARGO CLEARING SERVICES, LLC, PNC INVESTMENTS, J.J.B. HILLIARD, W.L. LYONS, INC. and PNC BROKERAGE CORP. Josephine specializes in providing portfolio management, financial planning, and pension consulting services to individuals, businesses, and pooled investment vehicles.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
08/28/2019 - Present
Stifel, Nicolaus & Company, Inc. (PITTSBURGH PA)
PA
03/09/2007 - 06/27/2019
WELLS FARGO CLEARING SERVICES, LLC (PITTSBURGH PA)
PA
01/01/2004 - 03/14/2007
PNC INVESTMENTS (PITTSBURGH PA)
KY
04/21/1999 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
12/23/1994 - 04/21/1999
PNC BROKERAGE CORP (PITTSBURGH PA)
PA
03/05/1985 - 12/23/1994
PNC SECURITIES CORP (PITTSBURGH PA)
NA
11/24/1982 - 02/19/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 05/01/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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