Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua David Whittiker is a financial advisor with Northwestern Mutual Investment Services, LLC. Joshua has been in the financial services industry since August 4, 2020, and holds the Series 7TO, SIE, and Series 63 licenses. Joshua is registered to provide investment advice in Arkansas, California, District of Columbia, Florida, Mississippi, New Mexico, New York, Oklahoma, Texas, and Washington.
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
TX
08/05/2020 - Present
Northwestern Mutual Investment Services, LLC (Wichita Falls TX)
BC
Issued 09/25/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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