Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Milton is a financial professional with over 20 years of experience in the industry. Joshua is currently registered with Northwestern Mutual Investment Services, LLC and is licensed in several states. Joshua's primary focus is on providing financial advice to individuals, helping them reach their financial goals. Joshua holds multiple industry licenses including Series 6, 7, 63, and 66 licenses.
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
VA
05/10/2002 - Present
Northwestern Mutual Investment Services, LLC (MC LEAN VA)
BOTH
Issued 03/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/09/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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