Marjorie
Netkin
Woodstock Wealth Management, Inc
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About this Advisor
Marjorie Netkin is a financial advisor based in Mountainside, New Jersey with 5 years of industry experience. Netkin is on the advisory team at Woodstock Wealth Management, Inc. Over the course of their career, they have held roles at Woodstock Financial Group, Inc, Woodstock Wealth Management, Inc and St Bernard Financial Services. Netkin holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Florida, New Jersey, North Carolina and Texas. Woodstock Wealth Management, Inc is a registered investment firm operating out of Woodstock, GA. The investment advisory business has offices in 21 locations and a total of 28 people on staff. It has $419 million in assets under management among its 2,239 customer accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm provides services to one charities and foundations. Of its 2,239 client accounts, just 6% belong to high-net-worth clients who have at least $1 million in assets. The company provides a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice typically depend on which service is offered. However, fee types billed by Woodstock Wealth Management, Inc can consist of some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Woodstock Wealth Management, Inc Brokerage Details
$418,827,117
28
2,239
$187,060
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
Marjorie has been registered as a financial advisor for 5 years.*
St Bernard Financial Services
Woodstock Wealth Management, Inc
Woodstock Financial Group, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Mountainside, NJ
West Palm Beach, FL
Woodstock, GA
Woodstock, GA
Erie, PA
Woodstock, GA
Woodstock, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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