Joshua Eisenberg
Joshua Eisenberg is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Flagler Beach, FL, with 19 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
Flagler Beach, FL
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Regulatory History (1)
Customer Dispute
October 2023Other Business ActivitiesSells Insurance
Joshua may earn commissions from sales of non-variable life, health, annuity, and/or disability income insurance products from companies not affiliated with Northwestern Mutual. He also owns Joshua M Eisenberg, LLC, dedicating minimal time, and has a 16.7% ownership in Conner, Runnion & Eisenberg, LLC, taking about half of Joshua's time or more.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services, LLC
Previous Registrations
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
TD Ameritrade Clearing, INC.Broker
TD Ameritrade, INC.Broker
State Registrations23 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.