Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Oertli is a financial advisor who has been in the industry since 2005. Joshua is currently registered with Northwestern Mutual Investment Services, LLC, in Edina, MN. Joshua has a Series 6, 7, 26, and 63 license. Joshua is registered in 33 states and the District of Columbia. Joshua also has a license for Investment Advisor. Joshua has experience with clients who are individuals and banking or thrift institutions.
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
MN
02/05/2014 - Present
Northwestern Mutual Investment Services, LLC (Edina MN)
BC
Issued 01/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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