Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Daniel Rabay is a financial advisor registered with Annex Wealth Management, LLC. Jacob has been working in the financial industry since 2017 and has held positions at Northwestern Mutual Investment Services, LLC and Daniel G Krivos. Jacob earned a Series 63 license in 2018, a Series 6 license in 2017, and a Series 65 license in 2022. Jacob's specialties include working with high-net-worth individuals, corporations, and charitable organizations. Jacob also provides financial planning and investment management services to clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consultation for a fee
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.
A percentage of the total value of assets under management is charged.
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2
WI
08/31/2022 - Present
Annex Wealth Management, LLC (BROOKFIELD WI)
WI
09/23/2017 - 03/07/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Elm Grove WI)
IA
Issued 08/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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