Unclaimed
Bret W Sullivan is a financial advisor with Country Capital Management Co., a firm that is active in the broker-dealer space. Bret has been in the industry since February 2013 and is registered in both Illinois and Wisconsin. Bret holds the Series 6, Series 63 and SIE licenses. Bret's primary office is located in Madison, WI.
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.
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.
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2
WI
02/04/2013 - Present
Country Capital Management Co. (Madison WI)
BC
Issued 03/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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