Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Metcalfe is a financial advisor with Northwestern Mutual Investment Services, LLC. Jacob is a Series 6, Series 63, and SIE licensed professional. Jacob has been in the financial services industry since March 2016. The firm's main office is in Milwaukee, Wisconsin. Jacob's primary office is located at 1349 W Lane Ave Ste 1200 in Upper Arlington, Ohio.
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
OH
03/23/2016 - Present
Northwestern Mutual Investment Services, LLC (Upper Arlington OH)
BC
Issued 06/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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