Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Loman is a financial advisor registered with Northwestern Mutual Investment Services, LLC in Spokane Valley, WA. Jacob has been in the industry since July 2022 and holds the Series 63, Series 6TO and SIE licenses. Jacob is registered in 11 states: Arizona, California, Colorado, Florida, Idaho, Minnesota, Montana, North Carolina, Texas, Virginia, and Washington.
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
WA
07/21/2022 - Present
Northwestern Mutual Investment Services, LLC (Spokane Valley WA)
BC
Issued 11/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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