Marta WojtowiczCRD Number: 7419932
Current Firm: Joel Isaacson & Company, LLC
Marta Wojtowicz (CRD# 7419932) is an Investment Advisor Representative working at Joel Isaacson & Company, LLC in New York, NY and has 1 year of experience in the finance industry. Marta Wojtowicz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Financial Life Focus, LLC
Park Avenue Securities LLC
Hightower Advisors, LLC
|Joel Isaacson & Company, LLC||New York, NY||Jun 2008 - Current||13|
Total Assets Under Management6,754MILLIONS
Total Number of Accounts4,642ACCOUNTS
Average Account Value$1,455,023
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, FL, GA, LA, MA, MD, NC, NH, NJ, NY, PA, TX, VA
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