Unclaimed
Jon Grossi is a financial advisor with Country Capital Management Co. located in Tulsa, Oklahoma. Jon has been in the financial services industry since May 2007 and has a Series 6, Series 63, and SIE license. Jon is registered with FINRA and the state of Oklahoma.
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
OK
05/08/2007 - Present
Country Capital Management Co. (TULSA OK)
BC
Issued 08/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jon Grossi is the right advisor for you? Invested Better is here to help.