Unclaimed
John Michael Zara has been in the financial services industry since March 20, 1995 and is currently registered with Garden State Investment Advisory Services, LLC in Red Bank, NJ. John Michael Zara is a registered representative with the firm and has a Series 7, Series 24, Series 53, Series 55, Series 57TO, and Series 66 license. John Michael Zara also holds a Series 63 license. John Michael Zara provides financial planning services and portfolio management services for individuals and businesses.
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.
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.
1
2
NJ
07/23/2020 - Present
Garden State Investment Advisory Services, LLC (RED BANK NJ)
NJ
12/09/2008 - 07/08/2010
FIRST ALLIED SECURITIES, INC. (OLD TAPPAN NJ)
NJ
03/21/1995 - 12/09/2008
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
BOTH
Issued 07/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2008
Series 24 - General Securities Principal Examination
BC
Issued 08/23/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Zara is the right advisor for you? Invested Better is here to help.