Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Weinerman is a financial advisor with Northwestern Mutual Investment Services, LLC, with over 10 years of experience in the financial industry. Joshua is registered with the state of New Jersey and is also a registered representative of FINRA. Joshua is a Series 66 and Series 7 licensed representative and has also passed the Securities Industry Essentials Examination. Joshua's firm, Northwestern Mutual Investment Services, LLC, has been providing financial planning and investment services since 1998, with an emphasis on retirement planning, college savings, and estate planning. Joshua is also a general manager of Schaller Enterprises, a motel located in New Paltz, NY.
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
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2
NY
09/17/2012 - Present
Northwestern Mutual Investment Services, LLC (POUGHKEEPSIE NY)
BOTH
Issued 09/14/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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