Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Netkin is an investment advisor representative registered with Woodstock Wealth Management, Inc. David has been in the industry since 1982 and has experience with a variety of firms. David is registered with the states of Florida, New Jersey, North Carolina, Texas and Vermont. David specializes in financial planning, selection of other advisors, portfolio management for businesses and individuals. David is also a registered representative of Woodstock Wealth Management, Inc. and is registered with the state of New Jersey.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
12/04/2023 - Present
Woodstock Wealth Management, Inc. (Mountainside NJ)
NJ
12/19/2005 - 12/10/2019
WOODSTOCK FINANCIAL GROUP, INC. (MOUNTAINSIDE NJ)
NY
05/13/2004 - 11/09/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
07/01/2003 - 05/20/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
11/15/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
06/04/1997 - 11/23/1999
ATLANTIC GROUP SECURITIES, INC. (MILLBURN NJ)
NY
05/14/1982 - 08/29/1997
RICKEL & ASSOCIATES, INC. (NEW YORK NY)
IA
Issued 06/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
BC
Issued 05/13/1982
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Netkin is the right advisor for you? Invested Better is here to help.
