Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Hoffstatter is a financial professional with Northwestern Mutual Investment Services, LLC. Jacob has been in the industry since 2015 and is registered with the state of Wisconsin. Jacob holds the Series 6, 7, and SIE licenses. Jacob's current branch office is located in Waukesha, Wisconsin.
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
WI
05/09/2018 - Present
Northwestern Mutual Investment Services, LLC (Waukesha WI)
WI
12/01/2014 - 01/18/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EAU CLAIRE WI)
BC
Issued 03/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2018
Series 7 - General Securities Representative Examination
BC
Issued 12/01/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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