Marjorie
Netkin
Woodstock Wealth Management, Inc
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About this Advisor
Marjorie Netkin is a financial advisor based in Mountainside, New Jersey, working with Woodstock Wealth Management, Inc. Marjorie has previously held positions at Woodstock Financial Group, Inc, Woodstock Wealth Management, Inc, and St Bernard Financial Services. Marjorie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, New Jersey, North Carolina, Texas, and Vermont. Currently, Marjorie is part of Woodstock Wealth Management, Inc, which operates out of Mountainside, New Jersey. The firm has 24 offices and 28 employees. The firm manages assets totaling $511.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Woodstock Wealth Management, Inc includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Woodstock Wealth Management, Inc Brokerage Details
$511,232,375
28
2,412
$211,954
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Marjorie Netkin Work History
St Bernard Financial Services
Woodstock Wealth Management, Inc
Woodstock Financial Group, Inc
Disclosures
Please visit the SEC profile of Marjorie Netkin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Woodstock Wealth Management, Inc
Woodstock, GA
Woodstock, GA
Mountainside, NJ
West Palm Beach, FL
Woodstock, GA
Woodstock, GA
Erie, PA
Woodstock, GA
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