Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph E. Schumaker is a financial advisor at Northwestern Mutual Investment Services, LLC, with a branch office located in Germantown, WI. Joseph has been in the financial services industry since February 12, 2014. He is licensed to sell securities in Arizona, Minnesota, New Mexico and Wisconsin. He holds a Series 7 and Series 66 license as well as the SIE. Joseph has been with Northwestern Mutual Investment Services, LLC since August 24, 2015. Prior to that, he was with LPL FINANCIAL LLC.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
WI
08/24/2015 - Present
Northwestern Mutual Investment Services, LLC (GERMANTOWN WI)
WI
01/31/2014 - 08/10/2015
LPL FINANCIAL LLC (WEST BEND WI)
BOTH
Issued 04/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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