Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Richard Dee is an Investment Advisor Representative with Northwestern Mutual Investment Services, LLC. Jacob is registered with the state of Wisconsin and holds the Series 7, Series 66, and Series 24 securities licenses. Jacob began his career in the financial services industry in 2018 and has experience with Principal Securities, Inc. Jacob's previous employment experience includes various roles, including working at Jimmy Johns and the University of Wisconsin-Madison.
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
WI
01/06/2024 - Present
Northwestern Mutual Investment Services, LLC (FRANKLIN WI)
WI
05/03/2018 - 08/08/2019
PRINCIPAL SECURITIES, INC. (OOSTBURG WI)
BOTH
Issued 05/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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