Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaitlyn? Claim Your ProfileKaitlyn Jacobs is a financial advisor at Northwestern Mutual Investment Services, LLC. Kaitlyn has been in the industry since 2021 and has experience in providing investment advice. Kaitlyn is licensed to sell securities in Iowa and Wisconsin. Kaitlyn is also a registered representative of FINRA.
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
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2
WI
07/31/2024 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
IA
05/18/2021 - 10/14/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Cedar Rapids IA)
BC
Issued 06/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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