Within the Advisor Services department, Joe oversees the trading, distribution, and account opening functions for all brokerage and direct mutual fund accounts. His main responsibilities include ensuring the proper processing of business and maintaining the relationship between Allegheny Financial Group, Allegheny Investments, and National Financial Services.
Director of Advisor Services
01University of Pittsburgh | Bachelor’s Degree in Business Administration and Finance
02Series 7, 24, 53, and 66 FINRA licenses
01Manager of Brokerage Operations at WRP Investments; Youngstown, OH from 2005-2011