Unclaimed
Jacob Weisberg is a financial advisor associated with Northwestern Mutual Investment Services, LLC. Jacob has been in the financial services industry since January 6, 2013 and is registered with five states. Jacob is also a licensed investment advisor representative (IAR) for Northwestern Mutual Investment Services, LLC. Jacob's current location is 10070 DANIELS INTERSTATE CT, STE 230, FORT MYERS, FL 33913.
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
01/07/2013 - Present
Northwestern Mutual Investment Services, LLC (FORT MYERS FL)
BC
Issued 03/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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