Unclaimed
Jacob Robert Mitchell is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Jacob has been active in the financial industry since January 7, 2018 and is licensed in 18 states. Jacob has a Series 63, Series 7 and SIE license. Jacob is located in GRAND RAPIDS, MI and works out of Northwestern Mutual Investment Services, LLC's office at 333 Bridge St NW, Ste 1200, GRAND RAPIDS, MI 49504.
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
01/08/2018 - Present
Northwestern Mutual Investment Services, LLC (GRAND RAPIDS MI)
BC
Issued 07/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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