Unclaimed
Jacob L Colein is a financial advisor who has been in the industry since 2012. Jacob is registered with Northwestern Mutual Investment Services, LLC in Maryland and holds the Series 7, Series 66 and SIE exams. Jacob is currently based in Owings Mills, Maryland and is actively registered with FINRA and the state of Maryland. Jacob is affiliated with Northwestern Mutual Investment Services, LLC, which is a firm that has a total of 2,399 registered representatives. Jacob has been with Northwestern Mutual Investment Services, LLC since 2012.
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
MD
07/26/2012 - Present
Northwestern Mutual Investment Services, LLC (OWINGS MILLS MD)
BOTH
Issued 10/22/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jacob Colein is the right advisor for you? Invested Better is here to help.