Unclaimed
Jacob Harsany is a financial advisor who is registered with Northwestern Mutual Investment Services, LLC in Ohio and Pennsylvania. Jacob has been working in the financial services industry for over two years. Jacob specializes in providing investment advisory services to individuals. Jacob is dedicated to helping clients reach their financial goals.
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
OH
04/18/2024 - Present
Northwestern Mutual Investment Services, LLC (AKRON OH)
BC
Issued 05/17/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/15/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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