Unclaimed
Brett Ostertag is a financial advisor with Country Capital Management Co. located in McHenry, Illinois. Brett has been in the financial services industry for over 20 years and holds the Series 6, Series 63, and SIE licenses. Brett is registered to conduct business in Arizona, Illinois and Wisconsin. Brett is also registered with 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.
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.
1
2
IL
04/03/2009 - Present
Country Capital Management Co. (McHenry IL)
AZ
07/06/2005 - 07/05/2007
CHASE INVESTMENT SERVICES CORP. (QUEEN CREEK AZ)
IL
02/06/2001 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 07/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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