Capitol Securities Management, a privately owned full-service retail brokerage and investment advisory company, announced that Joseph Fumo had joined the company to deal with the financial affairs.
In 2012, Joseph J. Fumo V earned a B.A. in Business Administration with a Finance specialization from Saint Joseph’s University’s Erivan K. Haub School of Business.
Joseph earned his M.S. in Personal Financial Planning in 2017 after becoming a CERTIFIED FINANCIAL PLANNERTM practitioner in March 2015. He holds a Financial Industry Regulatory Authority (FINRA) with Series 3, 7, and 66 licenses. Joseph comes to Capitol after working at Wells Fargo Advisors.
He helps prosperous families and individuals plan and handle their financial affairs as a Financial Advisor with over ten years of industry experience. Generational wealth transfer and assisting pre-retirees and retirees in maintaining their assets to provide a lifestyle-sustaining income that helps them preserve their integrity and freedom are two of his key areas of focus.
As an investment officer, Joseph works with investors at all stages of their lives to help them build money and maintain it in retirement. His other emphasis includes asset allocation models for mutual funds and exchange-traded funds and small business retirement programs such as 401ks and options strategies.
In his spare time, Joseph loves being out on the beach. For over 25 years, he has assisted in managing his family’s full-service marina in Brigantine, New Jersey. Joseph is an SSI Certified Scuba Diver and holds a U.S. Coast Guard – 100 Gross Ton Masters Captain License.
About Capitol Securities Management, Inc.
Capitol Securities Management, Inc. is a regional brokerage and investment advisory company headquartered in the Mid-Atlantic area, with offices in New England and Florida. Since 1985, Capitol has been representing the needs of its clients and advisors. Raymond James and Capitol Securities have a clearing partnership with their clients’ accounts, goods, services, and technology. It is a FINRA and SIPC member.
For more information, visit: https://www.capitolsecurities.com