Unclaimed
Joseph Sonkowsky is a financial advisor with Vanguard Advisers, Inc. Joseph is registered with the state of Arizona and Texas. Joseph has a Series 7TO, Series 66 and SIE securities license and is part of the firm since December of 2021. Joseph also works for the Vanguard Group, Inc, the parent company of Vanguard Marketing Corporation.
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.
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.
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
AZ
04/27/2022 - Present
Vanguard Advisers, Inc. (Scottsdale AZ)
BOTH
Issued 04/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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