linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joseph Thomas Ghidossi

Moss Adams Wealth Advisors LLC

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

About Joseph Thomas Ghidossi

Joseph Ghidossi is a financial advisor at Moss Adams Wealth Advisors LLC with over 8 years of experience in the industry. Joseph holds a Series 7, Series 63 and Series 66 license. He is a Certified Financial Planner. Prior to joining Moss Adams Wealth Advisors LLC, Joseph worked at CHARLES SCHWAB & CO., INC. and OPTIONSXPRESS, INC. Joseph specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.

Firm Information

Joseph Ghidossi is currently registered with Moss Adams Wealth Advisors LLC. Moss Adams Wealth Advisors LLC is a Seattle, Washington-based investment advisor with approximately $3.91 billion in regulatory assets under management. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and institutions. They serve a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and tribal government enterprises.
Moss Adams Wealth Advisors LLC

999 THIRD AVE STE 2800

SEATTLE, WA 98104

$3.91B

Assets Under Management

28

Total Clients

21

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

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.

Joseph Ghidossi’s Registration & Firm History

CA

10/11/2018 - Present

Moss Adams Wealth Advisors LLC (San Francisco CA)

CA

09/02/2010 - 09/18/2018

CHARLES SCHWAB & CO., INC. (San Francisco CA)

AZ

09/02/2011 - 07/13/2012

OPTIONSXPRESS, INC. (PHOENIX AZ)

Not sure if Joseph Thomas Ghidossi is right for you?

Licenses & Designations

BOTH

Issued 09/10/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/08/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/18/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Thomas Ghidossi.
Not sure if Joseph Thomas Ghidossi is right for you?