Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Carlson is a financial advisor with Country Capital Management Co. in Peoria, IL. James has over 23 years of experience in the financial services industry. James holds the Series 6, Series 63, and Series 65 licenses. James is also registered with the state of Illinois.
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
06/15/1999 - Present
Country Capital Management Co. (Peoria IL)
IA
Issued 01/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Carlson is the right advisor for you? Invested Better is here to help.
