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Namack Portfolio Investment Professionals, LLC jobs and careers

United States

About Namack Portfolio Investment Professionals, LLC

Namack Portfolio Investment Professionals, LLC is an independent financial consulting firm. We work diligently with our clients to formulate and implement a comprehensive financial plan and provide ongoing assessment, reporting, and guidance. As we help our clients accomplish their ultimate individual and family goals, our focus never wavers from what is important—you, our client. Our mission is to create thriving client relationships built on a foundation of confidence and trust. It is our principal intention to consistently and successfully deliver Five-Star Concierge Service. We are passionate about stewardship. We actively volunteer, financially support local organizations, and promote or participate in events that contribute to the well-being, growth, and development of our community and residents—now and for the future. This communication is strictly intended for individuals residing in the states of: AZ, FL, GA, IA, MD, MI, NY, OR, PA and VA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.. Fixed insurance products and services offered by Namack Portfolio Investment Professionals, LLC, are separate and unrelated to Commonwealth. www.finra.org and www.sipc.org Please review our Terms of Use here: www.commonwealth.com/termsofuse.html.

Employees
1 to 10
Headquarters
United States

Leadership

The top of Namack Portfolio Investment Professionals, LLC's org chart, with how many people report into each leader.

WN

Wendy Namack

CERTIFIED FINANCIAL PLANNER™ Professional and Managing Principal

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