Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Ryan Penny is a financial professional who has been in the industry since 2017. Jacob is registered with Northwestern Mutual Investment Services, LLC and holds Series 6, 7TO, and 63 licenses. Jacob is also registered in 27 states and the District of Columbia. Jacob provides investment research and referrals to other advisors. Jacob is located in Charlottesville, Virginia.
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
VA
09/09/2017 - Present
Northwestern Mutual Investment Services, LLC (Charlottesvle VA)
BC
Issued 10/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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