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Julie Ann Benitez

Country Capital Management Co.

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About Julie Ann Benitez

Julie Benitez is an investment professional with over 20 years of experience in the financial services industry. Julie is a registered representative and investment advisor representative with Country Capital Management Co. Julie holds Series 6, 63, and 65 licenses as well as the SIE. She has worked with Country Capital Management Co. since 2002, previously in Bloomington, IL.

Firm Information

Julie Benitez is currently registered with Country Capital Management Co.. Country Capital Management Co. is a corporation that was formed on August 4, 1965. The firm is registered with the SEC and in 30 states.

Not reported

Assets Under Management

Not reported

Total Clients

866

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Julie Benitez’s Registration & Firm History

IL

06/19/2003 - Present

Country Capital Management Co. (BLOOMINGTON IL)

IL

02/04/2002 - 11/01/2002

COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)

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Licenses & Designations

IA

Issued 07/27/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/04/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Ann Benitez.
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