Unclaimed
Joseph Michael Jabar is a financial advisor with over 25 years of experience in the financial services industry. Joseph Jabar is currently registered with LPL Financial LLC and is a CERTIFIED FINANCIAL PLANNER™. Joseph Jabar previously worked for A.G. Edwards & Sons, Inc., where he was a registered representative from 1996 to 2002. Joseph Jabar specializes in providing financial advice and investment management services to individuals, families, 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.
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.
Consulting and other non-discretionary advisory services
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.
1
2
ME
12/05/2002 - Present
LPL Financial LLC (WATERVILLE ME)
MO
08/19/1996 - 12/10/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 06/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 08/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Jabar is the right advisor for you? Invested Better is here to help.