Joseph Robert Maleszyk

Current Employers

Employment History

• 09/2021 → 05/2022
  Society For Lifetime Planning
  Troy, MI
• 09/2021 → 05/2022
  Lpl Financial Llc
  Troy, MI
• 08/2019 → 09/2021
  Plante Moran
  Southfield, MI
• 08/2015 → 05/2019
  Central Michigan University University Recreation
  Mount Pleasant, MI
• 05/2018 → 08/2018
  Plante Moran
  Southfield, MI
• 08/2015 → 05/2019
  Central Michigan University
  Mount Pleasant, MI
• 05/2017 → 08/2017
  Morgan Stanley - The Brice Group
  Birmingham, MI
• 05/2022 → Present
  Kestra Investment Services Llc
  Troy, MI
• 06/2022 → Present
  Kestra Advisory Services, Llc
  Troy, MI

Other Businesses

SOCIETY FOR LIFETIME PLANNING POSITION: Registered Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/05/2022 ADDRESS: 1111 W. Long Lake Rd, Ste 300, Troy MI 48098, United States DESCRIPTION: My duties include servicing clients with investment/securities advice and ensuring their needs are met. KESTRA ADVISORY SERVICES, LLC POSITION: Investment Advisor Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/05/2022 ADDRESS: 5707 Southwest Parkway, Building 2, Ste 400, Austin TX 78735, United States DESCRIPTION: I will manage client's accounts based on their needs and financial situation. FIXED ANNUITY/INSURANCE BUSINESS POSITION: Advisor on client accounts NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 05/05/2022 ADDRESS: 1111 W. Long Lake Rd, Ste 300, Troy MI 48098, United States DESCRIPTION: Utilizing fixed annuities, life insurance, and LTC insurance for clients when they have that specific need. CPA LICENSE POSITION: CPA NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/05/2022 ADDRESS: 1111 W. Long Lake Rd, Ste 300, Troy MI 48098, United States DESCRIPTION: No outside CPA activities are performed such as taxes, bookkeeping, etc. Only a CPA license is retained.

Exams

• S66 Uniform Combined State Law Examination
  2022-06-24

Other Names

• Joe Maleszyk