Joshua Waite, financial advisor Peoria IL
96 score

Joshua Waite

CRD Number: 4540362
Current Firm: Northwestern Mutual Investment Services,llc

Joshua Waite (CRD# 4540362) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Peoria, IL and has over 14 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI May 2009 - Current 7
Northwestern Mutual Investment Services, LLC Champaign, IL Jan 2006 - Current 10
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2002 - Current 14
Northwestern Mutual Investment Services, LLC Normal, IL May 2002 - Current 14
Bradley University Peoria, IL Sep 2001 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
S66 NASAA Uniform Combined State Law Examination Mar 2006
Contact Info for Joshua T. Waite
Phone Number: 866-664-7737
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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