Unclaimed
Jeffrey Scott Koerner is a financial advisor who has been in the industry since 1998. He is registered with Country Capital Management Co. in Bloomington, IL. Jeffrey has passed the Series 6, 7, 24, 26, 63 and SIE exams. Jeffrey's current registration is with 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.
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2
IL
10/29/1998 - Present
Country Capital Management Co. (BLOOMINGTON IL)
BC
Issued 11/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2007
Series 24 - General Securities Principal Examination
BC
Issued 07/19/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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