Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Doolan is a financial professional with Northwestern Mutual Investment Services, LLC. Jacob has been in the industry since 2021 and has a strong track record of success. Jacob has a Series 63, Series 6TO and SIE license. Jacob is registered in 14 states: Alaska, California, Connecticut, Florida, Georgia, Maine, Maryland, Massachusetts, New Hampshire, New York, Pennsylvania, Texas, Virginia and Washington. Jacob specializes in investment research and referrals to other advisors.
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
FL
02/24/2022 - Present
Northwestern Mutual Investment Services, LLC (TAMPA FL)
FL
06/15/2021 - 09/28/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SARASOTA FL)
BC
Issued 04/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2021
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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