Unclaimed
Katie Marie Simpson is a registered representative with Country Capital Management Co. Katie has been in the industry since June 15, 2008. She is registered in Oregon and Washington. Katie holds the Series 6, Series 63 and SIE licenses. Katie is an active member of the securities industry and has a strong commitment to providing her clients with the highest level of service and expertise.
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
OR
06/16/2008 - Present
Country Capital Management Co. (West Linn OR)
BC
Issued 05/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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