Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Anthony Azzopardi is an Investment Advisor Representative at Mariner Wealth in Newport Beach, CA. Joseph has been in the financial services industry for over 10 years. Joseph has worked at several other firms including JP Morgan Securities LLC, LPL Financial, EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Joseph holds a Series 6, 7, 63, and 65 securities license and is also a Certified Financial Planner. Joseph specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
02/08/2022 - Present
Mariner Wealth (Newport Beach CA)
CA
09/12/2017 - 10/31/2018
EF LEGACY SECURITIES, LLC (EL SEGUNDO CA)
CA
07/29/2016 - 09/21/2017
LPL FINANCIAL LLC (SANTA ANA CA)
CA
03/05/2013 - 08/09/2016
J.P. MORGAN SECURITIES LLC (HUNTINGTON BEACH CA)
CA
02/25/2010 - 03/01/2013
UNIONBANC INVESTMENT SERVICES, LLC (ORANGE CA)
CA
10/14/2008 - 09/03/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEWPORT BEACH CA)
IA
Issued 09/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/13/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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