Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cale? Claim Your ProfileCale Jakusz is a registered representative with Northwestern Mutual Investment Services, LLC. Cale has been in the industry since March 2019 and has passed the Series 6, 7 and 63 exams. Cale is licensed to sell securities in 19 states, including Wisconsin, Minnesota, Illinois, Florida, and Texas. The advisor is based out of Wausau, Wisconsin.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Investment research; referrals to other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Referral fees
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2
WI
03/13/2019 - Present
Northwestern Mutual Investment Services, LLC (Wausau WI)
BC
Issued 04/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/13/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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