Joseph N. Macaluso
Joseph Macaluso has been with Macaluso Wealth Management Group and Purshe Kaplan Sterling Investments since 2009.
Joseph graduated with a Bachelor of Science degree with a concentration in Finance from Fairfield University in 2012.
He holds a Series 7 General Securities Representative license, a Series 63 Uniform Securities Agent State Law license, a Series 65 Uniform Investment Advisor Law license and a Life Accident and Health Insurance license.
As a Financial Advisor, Joseph focuses on wealth management and designing personal financial plans to help clients meet their investment, education and retirement goals and objectives. He assists Dino with investment analysis, portfolio strategies, trading operations, assets allocation and rebalancing. Joseph is also responsible for integrating various software platforms and solutions to enable seamless wealth management services.
While at Fairfield University, Joseph played four years on the Division 1 Varsity Golf team, captaining his junior and senior year. He makes his home in Clifton Park, New York.
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Advisory Services offered through PKS Advisory Services, LLC DBA Macaluso Wealth Management Group – A SEC Registered Investment Advisory Firm. Securities offered through Purshe Kaplan Sterling Investments,
Headquartered at 80 State Street, Albany, NY 12207
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPLE
NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY.