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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Ordonez is a financial advisor with World Investment Advisors, LLC. Joseph has been in the financial services industry since 2007 and has experience working with a variety of clients, including individuals, businesses, and institutions. He specializes in portfolio management, financial planning, and pension consulting. He is registered as an Investment Advisor Representative with the state of California.
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.
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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CA
07/31/2022 - Present
World Investment Advisors, LLC (Huntington Beach CA)
MA
02/29/2012 - 05/02/2022
JOHN HANCOCK DISTRIBUTORS LLC (Westwood MA)
CA
11/16/2010 - 05/17/2011
WELLS FARGO ADVISORS, LLC (LOS ANGELES CA)
CA
11/02/2009 - 11/16/2010
WELLS FARGO INVESTMENTS, LLC (CAMARILLO CA)
CA
10/12/2007 - 04/14/2009
JOHN HANCOCK DISTRIBUTORS LLC (SANTA BARBARA CA)
IA
Issued 07/29/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/11/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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