Joshua Cohen
Joshua Cohen is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Rockland, MA, with 26 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
Location
1001 Hingham St Ste 102, Rockland, MA, 02370
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2019Other Business ActivitiesSells Insurance
Joshua may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also serves on the executive board for the Canton Association of Business and Industry, is a director at the University of Miami alumni association, and is a board member for the Blue Hill Business Group, dedicating minimal time to each.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.