Unclaimed
Jacob Curnick is a financial advisor affiliated with Northwestern Mutual Investment Services, LLC. Jacob's practice is based in Grand Rapids, Michigan. Jacob is licensed to provide financial advice in multiple states. Jacob holds the Series 6TO and SIE licenses, as well as the Series 63 license.
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
MI
09/02/2021 - Present
Northwestern Mutual Investment Services, LLC (GRAND RAPIDS MI)
BC
Issued 07/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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