Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason David Simac is a financial advisor with over 20 years of experience in the industry. Jason is currently registered with Country Capital Management Co. in Cottage Grove, Wisconsin. Jason holds Series 6, Series 63, Series 65, and SIE licenses. Previously Jason worked at Scudder Distributors, Inc. in Chicago, Illinois. Jason is registered to provide investment advice in Texas and Wisconsin.
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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WI
01/16/2004 - Present
Country Capital Management Co. (Cottage Grove WI)
IL
08/25/2000 - 07/25/2003
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
IA
Issued 09/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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