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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Azar Zakar is an investment advisor representative currently registered with Royal Fund Management, LLC. John has been in the industry since 1991. John is registered in New Jersey. John's current firm has offices in Matawan, New Jersey; Lady Lake, Florida; and Marlboro, New Jersey. John has also held previous registrations with Park Avenue Securities, LLC, Worldco, LLC, Electronic Trading Group, LLC, Auerbach, Pollak & Richardson Inc., Ladenburg, Thalmann & Co., Inc., Saperston Financial Inc., Aegon USA Securities Inc., Thomas James Associates, Inc., and D.H. Blair & Co., Inc.. John has passed the Series 63, Series 65, Series 24, Series 7, and Series 55 exams. John is also an Independent Insurance Agent selling Medicare, Annuities, Life and LTC. John's firm Royal Fund Management, LLC is headquartered in Lady Lake, Florida and has 83 licensed investment advisor representatives, 83 investment advisor representatives and 6821 individual clients. The firm's approximate regulatory assets under management is $1,361,849,417. John is also a sub-advisor to other advisors and provides financial planning and portfolio management services.
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.
Personalized portfolio management to meet individual financial objectives.
Sub-advisor to other advisers
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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NJ
11/04/2015 - Present
Royal Fund Management, LLC (Matawan NJ)
NJ
07/07/2006 - 09/22/2015
PARK AVENUE SECURITIES LLC (ISELIN NJ)
NY
03/21/2002 - 12/18/2002
WORLDCO, L.L.C. (NEW YORK NY)
NY
08/21/2001 - 03/14/2002
ELECTRONIC TRADING GROUP, LLC (NEW YORK NY)
CT
12/24/1998 - 05/11/2001
AUERBACH, POLLAK & RICHARDSON INC. (STAMFORD CT)
NY
05/19/1997 - 11/30/1998
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NY
03/26/1996 - 05/23/1997
SAPERSTON FINANCIAL INC. (BUFFALO NY)
IA
04/21/1994 - 12/20/1995
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
NY
11/19/1992 - 04/19/1994
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NY
03/28/1991 - 11/23/1992
D. H. BLAIR & CO., INC. (NEW YORK NY)
IA
Issued 05/03/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/1996
Series 24 - General Securities Principal Examination
BC
Issued 09/22/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/06/2001
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
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