Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Azizi is a financial advisor with Centaurus Financial, Inc. in San Jose, CA. Marco has been in the financial industry since 1991 and has a wide range of experience, including portfolio management, financial planning, and pension consulting. Marco is registered in California, Florida, Delaware, District of Columbia, Georgia, Idaho, Maryland, New York, Pennsylvania, Texas, and Virginia.
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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2
CA
04/15/2022 - Present
Centaurus Financial, Inc. (SAN JOSE CA)
CA
09/10/2015 - 07/20/2016
SUMMIT BROKERAGE SERVICES, INC. (SAN JOSE CA)
CA
03/26/2002 - 12/04/2015
J.P. TURNER & COMPANY, L.L.C. (SAN JOSE CA)
CO
01/25/1993 - 03/25/2002
GLOBAL CAPITAL SECURITIES CORPORATION (ENGLEWOOD CO)
CO
07/07/1992 - 01/25/1993
KOBER FINANCIAL CORP. (ENGLEWOOD CO)
NA
07/29/1991 - 07/09/1992
J. W. GANT & ASSOCIATES, INC.
BOTH
Issued 09/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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