Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Sanford is a financial advisor with Northwestern Mutual Investment Services, LLC, in Upper Arlington, Ohio. Jacob has been in the financial services industry since March 2024. He is licensed to sell securities in the state of Ohio. Jacob is currently working toward obtaining his Series 63, Series 7TO, and SIE certifications. He is registered with FINRA.
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
OH
03/22/2024 - Present
Northwestern Mutual Investment Services, LLC (Upper Arlington OH)
BC
Issued 05/13/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2024
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2024
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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