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Joshua Elliot Byrd

Northwestern Mutual Investment Services, LLC

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About Joshua Elliot Byrd

Joshua Byrd is a registered representative with Northwestern Mutual Investment Services, LLC, operating out of the Elgin, IL branch office. Joshua has been in the financial industry since 2006 and holds the Series 7, 55, and 66 licenses. Previous experience includes roles with Avatar Securities, LLC, G-2 Trading, LLC, Assent LLC, and RBC Professional Trader Group LLC. Joshua is registered with the following states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin.

Firm Information

Joshua Byrd is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998. Headquartered in Milwaukee, Wisconsin, the firm provides investment research and referrals to other advisors. They are registered with the SEC and in all 50 states. The firm has over 2,000 licensed agents, investment advisor representatives, and registered representatives.
Northwestern Mutual Investment Services, LLC

720 EAST WISCONSIN AVENUE

MILWAUKEE, WI 53202-4797

Not reported

Assets Under Management

1

Total Clients

10,224

Total Financial Advisors

Services Offered

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.

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investment research; referrals to other advisers

Investment research; referrals to other advisers

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Referral fees

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Joshua Byrd’s Registration & Firm History

IL

05/09/2012 - Present

Northwestern Mutual Investment Services, LLC (ELGIN IL)

NY

08/16/2011 - 11/30/2011

AVATAR SECURITIES, LLC (NEW YORK NY)

NY

11/15/2010 - 08/01/2011

G-2 TRADING,LLC (NEW YORK NY)

IL

04/28/2008 - 06/22/2010

ASSENT LLC (BOLINGBROOK IL)

NY

04/24/2006 - 05/02/2008

RBC PROFESSIONAL TRADER GROUP LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/08/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/27/2009

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 06/23/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Elliot Byrd.
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