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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Noah? Claim Your ProfileNoah Schwartz is a financial advisor with Magnolia Private Wealth, LLC. Noah has been a Registered Representative in the securities industry since 2003. Noah Schwartz's professional experience includes working at Sterne Agee Financial Services, Inc., WRP Investments, Inc. and UBS Financial Services, Inc. Noah holds the Series 7, Series 24, Series 26, and Series 66 licenses and is a CERTIFIED FINANCIAL PLANNER™. Noah Schwartz is a member of the Yankee Advisor Network. Noah Schwartz is a member of Magnolia Private Wealth, LLC, a firm that serves high-net-worth individuals, corporations, and other businesses. Magnolia Private Wealth, LLC is a Registered Investment Advisor (RIA) and provides advisory services including financial planning, portfolio management, and selection of other advisors.
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.
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2
CT
07/10/2023 - Present
Magnolia Private Wealth, LLC (Newtown CT)
CT
09/12/2014 - 12/31/2016
STERNE AGEE FINANCIAL SERVICES, INC. (Newtown CT)
CT
01/03/2012 - 09/12/2014
WRP INVESTMENTS, INC. (Newtown CT)
CT
02/08/2005 - 06/02/2010
TOUCHSTONE SECURITIES, INC. (NORWALK CT)
NJ
09/12/2003 - 07/23/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 10/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2010
Series 24 - General Securities Principal Examination
BC
Issued 06/13/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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