Unclaimed
Caitlin Geier is a financial advisor with Country Capital Management Co., located in Bloomington, Illinois. Caitlin has over 3 years of experience in the financial industry, and is licensed to sell securities in several states including Arizona, Colorado, Illinois, Nevada, and Oklahoma. Caitlin holds several securities licenses, including Series 7, 66, 6, 26, 51 and SIE. Caitlin is dedicated to providing her clients with personalized financial advice and guidance. Prior to joining Country Capital Management Co., Caitlin worked at Edward Jones.
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
04/14/2022 - Present
Country Capital Management Co. (BLOOMINGTON IL)
MO
09/19/2019 - 03/17/2022
EDWARD JONES (ST LOUIS MO)
BOTH
Issued 11/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2022
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/27/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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