Unclaimed
Joshua Eisenberg is a registered representative with Northwestern Mutual Investment Services, LLC, in Flagler Beach, Florida. Joshua has been working in the financial services industry since 2006. Joshua is registered in multiple states and holds a Series 63, Series 66, and Series 7 licenses. Joshua also has a securities industry essentials examination (SIE). Joshua has experience in portfolio management, investment research and referrals to other advisors.
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
FL
01/01/2025 - Present
Northwestern Mutual Investment Services, LLC (Flagler Beach FL)
GA
07/02/2007 - 05/20/2009
TD AMERITRADE, INC. (ALPHARETTA GA)
TX
03/09/2007 - 07/02/2007
TD AMERITRADE CLEARING, INC. (FORT WORTH TX)
TX
08/24/2006 - 03/09/2007
TD AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 07/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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