Joshua Weinerman, financial advisor Poughkeepsie NY
90 score

Joshua Weinerman

CRD Number: 5955797
Current Firm: Northwestern Mutual Investment Services,llc

Joshua Weinerman (CRD# 5955797) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Poughkeepsie, NY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milw, WI Jan 2014 - Current 2
Joseph Small Poughkeepsie, NY Jul 2012 - Current 4
Northwestern Mutual Investment Services, LLC Poughkeepsie, NY Jul 2012 - Current 4
Schaller Enterprises New Paltz, NY Jul 1993 - Current 23
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Joshua I. Weinerman
Phone Number: 866-664-7737
Registered State(s):
  • NJ
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
90
Clean Record
This advisor has a clean track record with regulators.

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