Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Robert Wojtanowicz is a financial advisor at Edward Jones. Isaac is a registered representative with a Series 66 license and Series 7TO and SIE licenses. Isaac has been working in the financial services industry since January 2024 and has previous experience with the State of Colorado, Southern Glazers Wine and Spirits, Dutch Bros Coffee, Starbucks Coffee, Ram Restaurant and Brewery, Point Defiance Marina, Stripe Rite Construction, Staff Pro, and various other roles. Isaac is licensed to provide financial services in Arizona, California, Colorado, District of Columbia, Idaho, Kentucky, Maryland, Michigan, Minnesota, Montana, New York, North Carolina, Oregon, South Carolina, Virginia, and Washington. Isaac is a dedicated financial advisor who is committed to helping clients reach their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
WA
04/08/2024 - Present
Edward Jones (TACOMA WA)
BOTH
Issued 04/02/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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