Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josue? Claim Your ProfileJosue Leon is a financial advisor with Northwestern Mutual Investment Services, LLC. Josue has been in the industry since 2015 and holds Series 7, Series 63, and Series 26 licenses. Josue specializes in investment research and referrals to other advisors. Josue has a strong track record of success in helping individuals and families achieve their financial goals. Prior to joining Northwestern Mutual Investment Services, LLC, Josue was a financial advisor at NYLIFE Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
01/30/2020 - Present
Northwestern Mutual Investment Services, LLC (FT LAUDERDALE FL)
FL
05/11/2015 - 01/16/2020
NYLIFE SECURITIES LLC (PALM BEACH GARDENS FL)
FL
01/09/2015 - 04/13/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM BEACH GARDENS FL)
BC
Issued 07/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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