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Joseph Daniel Zabar

J.w. Cole Financial, Inc.

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About Joseph Daniel Zabar

Joseph Zabar is a financial advisor with over 24 years of experience in the industry. Joseph is currently registered with J.W. Cole Financial, Inc. in Parsippany, NJ. Joseph is registered as a Broker in New Jersey. Previously, Joseph was a registered representative with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC in New York, NY; LPL FINANCIAL LLC in Stony Point, NY; and Key Investment Services LLC in Suffern, NY.

Firm Information

Joseph Zabar is currently registered with J.w. Cole Financial, Inc.. J.w. Cole Financial, Inc. is a Corporation formed in October 2002 and is registered in 52 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Not reported

Assets Under Management

Not reported

Total Clients

84

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Joseph Zabar’s Registration & Firm History

NJ

09/01/2023 - Present

J.w. Cole Financial, Inc. (PARSIPANNY NJ)

NY

07/13/2022 - 06/09/2023

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)

NY

06/15/2015 - 03/23/2021

LPL FINANCIAL LLC (STONY POINT NY)

NY

02/13/2014 - 04/23/2015

LPL FINANCIAL LLC (MONTEBELLO NY)

NY

12/12/2012 - 10/25/2013

KEY INVESTMENT SERVICES LLC (SUFFERN NY)

NY

04/14/2010 - 11/17/2011

KEY INVESTMENT SERVICES LLC (SUFFERN NY)

NJ

10/21/2008 - 05/03/2010

CITIGROUP GLOBAL MARKETS INC. (RIDGEWOOD NJ)

NJ

04/10/2006 - 03/31/2008

CHASE INVESTMENT SERVICES CORP. (WESTWOOD NJ)

MO

08/24/2005 - 04/03/2006

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NY

11/26/2001 - 08/23/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

05/17/1995 - 11/23/2001

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

11/10/1994 - 04/26/1995

GKN SECURITIES CORP. (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/15/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/16/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Daniel Zabar.
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