Joshua Weinerman is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Wappingers Fl, NY, with 13 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.
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.
787 Sergeant Palmateer W, Wappingers Fl, NY, 12590
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Joshua is the general manager of Schaller Enterprises, a motel, since 1993. This takes about a quarter of his time, with most of it occurring during securities trading hours.
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.