Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Halloran is a registered representative with Northwestern Mutual Investment Services, LLC. Jacob has been in the securities industry since 2017 and has been with Northwestern Mutual Investment Services, LLC since 2022. Jacob is registered with the state of Massachusetts and Rhode Island. Jacob holds the Series 7, Series 6, and Series 66 licenses.
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
MA
09/22/2022 - Present
Northwestern Mutual Investment Services, LLC (Woburn MA)
MA
10/16/2017 - 08/02/2022
EQUITABLE ADVISORS, LLC (WELLESLEY MA)
BOTH
Issued 12/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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