Unclaimed
Joshua Ahart is a financial advisor at Northwestern Mutual Investment Services, LLC. Joshua has been in the financial industry for over 5 years. Joshua holds the Series 6, SIE and Series 63 licenses. Joshua is registered to offer investment advice in 16 states. Joshua has previously worked at Northwestern Mutual Investment Services, LLC in West Chester, OH. Joshua is registered with FINRA and has been licensed since 2018.
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
NC
03/13/2019 - Present
Northwestern Mutual Investment Services, LLC (Huntersville NC)
OH
06/30/2018 - 09/20/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WEST CHESTER OH)
BC
Issued 04/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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