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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Andrew Zarr is a financial advisor with Morgan Stanley in Dublin, OH, where he has been registered since June 2009. Joseph Zarr has a wealth of experience in the financial industry, having begun his career in 1977. Previously, he held positions at firms like CITIGROUP GLOBAL MARKETS INC., ADVISER DEALER SERVICES, INC., and SIGNATURE BROKER-DEALER SERVICES, INC. Joseph Zarr specializes in providing a range of advisory services, including financial planning, pension consulting, and asset allocation advice. He has a strong track record of success and is committed to helping clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
04/02/2020 - Present
Morgan Stanley (Dublin OH)
NY
06/23/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
OH
04/08/1997 - 06/09/2006
ADVISER DEALER SERVICES, INC. (DUBLIN OH)
MA
05/28/1993 - 01/15/1997
SIGNATURE BROKER-DEALER SERVICES, INC. (BOSTON MA)
NY
02/15/1988 - 12/17/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/04/1980 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
12/05/1977 - 09/01/1980
BACHE HALSEY STUART SHIELDS INCORPORATED
IA
Issued 09/08/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/09/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/07/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1983
Series 15 - Foreign Currency Options Examination
BC
Issued 10/14/1981
Series 5 - Interest Rate Options Examination
BC
Issued 11/19/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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