Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marjorie? Claim Your ProfileMarjorie Netkin is a financial advisor with over 30 years of experience in the industry. Marjorie has been registered with Woodstock Wealth Management, Inc. since 2018 and previously worked with Woodstock Financial Group, Inc., Morgan Stanley DW Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, Advest, Inc., Oppenheimer & Co., Inc., Lehman Brothers Inc., Sunrise Capital Corp., Cowen & Co., and Paine, Webber, Jackson & Curtis Inc. Marjorie holds licenses in several states, including Florida, New Jersey, North Carolina, Texas, and Vermont. Marjorie offers financial planning, selection of other advisors, and portfolio management for businesses and individuals.
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.
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2
NJ
12/04/2023 - Present
Woodstock Wealth Management, Inc. (Mountainside NJ)
NJ
11/02/2005 - 12/10/2019
WOODSTOCK FINANCIAL GROUP, INC. (MOUNTAINSIDE NJ)
NY
05/13/2004 - 11/02/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
07/01/2003 - 05/14/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
02/28/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CT
12/01/1998 - 12/06/2001
ADVEST, INC. (HARTFORD CT)
NY
01/20/1995 - 12/10/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/04/1992 - 02/01/1995
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
08/28/1991 - 08/17/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/11/1987 - 01/09/1990
SUNRISE CAPITAL CORP.
NA
02/07/1984 - 10/10/1985
COWEN & CO.
NA
10/19/1983 - 08/30/1984
PAINE, WEBBER, JACKSON & CURTIS INC.
IA
Issued 02/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/1987
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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