Unclaimed
Jaime Escobar is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Jaime has been working in the financial services industry since January 30, 2010. Jaime is registered in the state of Florida. Jaime is associated with the Tampa, FL office of Northwestern Mutual Investment Services, LLC.
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
FL
06/08/2022 - Present
Northwestern Mutual Investment Services, LLC (TAMPA FL)
FL
11/09/2020 - 06/09/2022
UBS FINANCIAL SERVICES INC. (Winter Park FL)
FL
06/05/2014 - 02/07/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ORLANDO FL)
DC
10/05/2011 - 09/21/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WASHINGTON DC)
FL
01/25/2010 - 08/23/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WINTER PARK FL)
CA
11/14/2005 - 08/08/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (IRVINE CA)
CA
04/06/2005 - 04/25/2005
GIRARD SECURITIES, INC. (SAN DIEGO CA)
WI
05/10/2004 - 02/11/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 02/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/07/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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