Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey William Orman has been in the financial industry since 1993 and is currently registered with Country Capital Management Co. Jeffrey Orman is licensed in Illinois and Indiana. He holds a Series 6, 63, 26, and 65 license. Jeffrey also passed the SIE Exam. Jeffrey William Orman's previous employer was Northwestern Mutual Investment Services, Inc.
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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IL
09/28/1994 - Present
Country Capital Management Co. (ST. CHARLES IL)
WI
01/30/1991 - 09/22/1992
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
IA
Issued 06/21/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2001
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 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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