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BZ

Bennie Zangara

THE WINNING EDGE FINANCIAL GROUP
Clifton, NJ 07011-2716
Some features on this profile are disabled
CRD#: 1748337
BZ

Professional summary


Bennie Zangara, CFP® is a registered financial professional currently at THE WINNING EDGE FINANCIAL GROUP located in Clifton, New Jersey.

Bennie is registered as a RR (Registered Representative) and started their career in finance in 1987. Bennie has worked at 2 firms and has passed the Series 63, Series 99TO, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Bennie Zangara's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 1993

Experience


Current

January 18, 1994 - Present

THE WINNING EDGE FINANCIAL GROUP

Office #1: 75 Madison Ave., Clifton, NJ 07011-2716Office #2: 23 Calstan Place, Clifton, NJ 07013-3802
BD
CRD#: 35546
Clifton, NJ
Past

December 3, 1987 - December 14, 1993

C. J. M. PLANNING CORP.

BD
CRD#: 5698
POMPTON LAKES, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(6/2/2016)
RR
Florida
(2/23/1994)
RR
New Jersey
(1/7/1994)
RR
New York
(1/1/1994)

Exams


State Security Law Exam
RR
Series 63
Date: 12/23/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


TW
THE WINNING EDGE FINANCIAL GROUP
THE WINNING EDGE FINANCIAL GROUP | THE WINNING EDGE FINANCIAL GROUP, INC.

CRD#: 35546 / SEC#: , 8-46743

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
23 Calstan Place, Clifton, NJ 07013-3802
Mailing Address
23 Calstan Place, Clifton, NJ 07013-3802
Phone number
(973) 773-6600
Established
New Jersey since 07/16/1991
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)


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Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ZANGARA, BENNIEPRESIDENT, CHIEF COMPLIANCE OFFICER1748337

Disclosures


Regulatory Event2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


THE WINNING EDGE FINANCIAL GROUP

CRD#: 35546Clifton, NJ 07011-2716

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