Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erika? Claim Your ProfileErika Jacobi is a financial professional registered with Northwestern Mutual Investment Services, LLC. Erika's professional experience includes a career in the financial services industry beginning on May 3, 2021. Erika holds Series 63, 26, and 7TO securities licenses. She is registered in Florida, Pennsylvania, and Wisconsin. Erika's primary office is located at 1818 Market Street, Suite 3400, Philadelphia, Pennsylvania 19103.
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
1
2
PA
05/03/2021 - Present
Northwestern Mutual Investment Services, LLC (PHILADELPHIA PA)
BC
Issued 06/07/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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