linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

James J Giordano

Sorrento Pacific Financial, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you James? Claim Your Profile

About James J Giordano

James J Giordano is a registered representative of Sorrento Pacific Financial, LLC and has been in the industry since 2010. James J Giordano has offices in San Diego, CA and Brick, NJ. James J Giordano has a current registration with FINRA. James J Giordano is also licensed in 13 states. In addition to working at Sorrento Pacific Financial, LLC, James J Giordano also works as a Managing Partner at Coastal Accounting Services, LLC.

Firm Information

James Giordano is currently registered with Sorrento Pacific Financial, LLC. Sorrento Pacific Financial, LLC is a California-based financial advisory firm founded in 2003. With over 129 registered representatives and $192,507,423 in regulatory assets under management, the firm provides financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management services for individuals, businesses, and charitable organizations. Sorrento Pacific Financial, LLC also participates in wrap fee programs.
Sorrento Pacific Financial, LLC

10150 MEANLEY DRIVE

SAN DIEGO, CA 92131

$192.51M

Assets Under Management

239

Total Clients

30

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

James Giordano’s Registration & Firm History

CA

08/26/2014 - Present

Sorrento Pacific Financial, LLC (SAN DIEGO CA)

NJ

06/15/2010 - 07/09/2014

SECURIAN FINANCIAL SERVICES, INC. (CLARK NJ)

Not sure if James J Giordano is right for you?

Licenses & Designations

BOTH

Issued 05/06/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James J Giordano.
Not sure if James J Giordano is right for you?