Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Andrew Adis is a financial professional registered with Northwestern Mutual Investment Services, LLC. Jake has been in the financial services industry since May 15, 2022, and holds the Series 6, 7, and 63 licenses. Jake is currently registered with the state of Colorado. Northwestern Mutual Investment Services, LLC is a full-service financial firm that provides investment advisory, financial planning, and other financial services to individuals and businesses. The firm is headquartered in Milwaukee, Wisconsin and has offices nationwide.
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
CO
05/16/2022 - Present
Northwestern Mutual Investment Services, LLC (FORT COLLINS CO)
BC
Issued 10/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/16/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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