Unclaimed
Joseph Marrazzo is an Investment Advisor Representative at Guardian Asset Advisors, LLC with over 25 years of experience in the financial services industry. Joseph is registered with FINRA as a Registered Representative, and a Series 6 and Series 63 licensed professional. He is also a licensed Insurance agent and specializes in financial planning, portfolio management, and pension consulting services. Previously, Joseph was affiliated with Securities America, Inc and National Planning Corporation. Joseph is dedicated to helping his clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
PA
11/19/2021 - Present
Guardian Asset Advisors, LLC (MECHANICSBURG PA)
PA
10/09/2017 - 06/14/2024
SECURITIES AMERICA, INC. (Harrisburg PA)
PA
01/19/1999 - 10/11/2017
NATIONAL PLANNING CORPORATION (HARRISBURG PA)
MD
01/31/1997 - 01/05/1999
THE ADVISORS GROUP, INC. (BETHESDA MD)
IA
Issued 02/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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