Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Vincent Zangri is an investment advisor representative with Vanguard Advisers, Inc. located in Scottsdale, Arizona. Joseph Zangri is registered with the state of Arizona and Texas as an investment advisor representative and has been in the securities industry since July 15, 2022. Joseph Zangri has passed the General Securities Representative Examination (Series 7TO), Securities Industry Essentials Examination (SIE) and Uniform Combined State Law Examination (Series 66). Joseph Zangri is also registered as an investment advisor representative with Vanguard Advisers, Inc. Vanguard Advisers, Inc. is a registered investment advisor with the SEC and has approximately 151,862 clients and $333,066,527,268 in regulatory assets under management. Joseph Zangri's employment history includes positions at The Vanguard Group, Inc., University of Illinois Urbana-Champaign Activities and Rec., University of Illinois Urbana-Champaign, Potbelly Corporation, Life Time, Inc, University of Illinois-Chicago, Hinsdale South High School and Potbelly Corporation. Joseph Zangri provides financial planning, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
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.
1
2
AZ
07/06/2023 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
BOTH
Issued 08/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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