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Joshua Press Elkan

Northwestern Mutual Investment Services, LLC

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About Joshua Press Elkan

Joshua Elkan is a financial advisor with Northwestern Mutual Investment Services, LLC, located in Philadelphia, Pennsylvania. Joshua has been in the securities industry since 2015 and has a Series 7, Series 66 and SIE licenses. Joshua is registered to provide investment advice in several states including, but not limited to: California, Connecticut, Delaware, Florida, Maryland, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, and Texas. In addition to being a registered investment advisor representative, Joshua is also licensed as an insurance agent.

Firm Information

Joshua Elkan is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998 and based in Milwaukee, Wisconsin. The firm offers investment research, referrals to other advisors, and acts as an investment advisor, providing advisory services to various client types, including individuals, corporations, and insurance companies. They are registered with the SEC and in all 50 states, boasting a large network of licensed agents, investment advisor representatives, and registered representatives. The firm has been involved in several regulatory events and one arbitration disclosure.
Northwestern Mutual Investment Services, LLC

1818 MARKET ST STE 3400

PHILADELPHIA, PA 19103

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 Elkan’s Registration & Firm History

PA

03/18/2016 - Present

Northwestern Mutual Investment Services, LLC (PHILADELPHIA PA)

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Licenses & Designations

BOTH

Issued 3/17/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Press Elkan.
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