Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Dean Sonne is a financial professional in the Provo, UT area. Jacob is a registered representative with Northwestern Mutual Investment Services, LLC. Jacob has been in the securities industry since 2022. Jacob holds the Series 63, Series 6TO, and SIE licenses. Jacob has been registered with the state of Arizona and Utah.
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
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2
UT
05/23/2024 - Present
Northwestern Mutual Investment Services, LLC (PROVO UT)
AZ
06/19/2023 - 10/17/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHOENIX AZ)
UT
05/09/2022 - 01/04/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PROVO UT)
BC
Issued 07/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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