Unclaimed
Jacob Bawab is a financial advisor who has been in the industry since June 12, 2014. Jacob is currently registered with Northwestern Mutual Investment Services, LLC. Jacob holds Series 6, Series 63, and SIE licenses and is registered in 32 states. Jacob’s firm is a registered investment advisor that offers a wide range of investment products and services to individuals, businesses, and institutions. The firm is committed to providing its clients with personalized financial advice and guidance, based on their specific needs and goals.
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
06/13/2014 - Present
Northwestern Mutual Investment Services, LLC (Virginia Bch VA)
BC
Issued 07/01/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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