Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Davis is a registered representative with Northwestern Mutual Investment Services, LLC. Jacob's primary office is located in Princeton, New Jersey. He is licensed to provide investment advice in New York. Jacob obtained his Series 6, Series 7TO and Series 63 licenses in 2018 and his SIE license in 2021.
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
NJ
06/05/2018 - Present
Northwestern Mutual Investment Services, LLC (Princeton NJ)
BC
Issued 07/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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