Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Aaron Oltman is a financial advisor with Northwestern Mutual Investment Services, LLC. Joshua has been a financial advisor for over two years. He is licensed to provide financial advice in over 20 states. Joshua is a Series 7, Series 63, and SIE licensed professional. Joshua has been a financial advisor since 2019. Prior to joining Northwestern Mutual Investment Services, Joshua was a financial advisor at Charles Schwab & Co., Inc.
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
12/08/2022 - Present
Northwestern Mutual Investment Services, LLC (FRANKLIN WI)
CO
12/20/2019 - 06/22/2022
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BC
Issued 01/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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