Unclaimed
Megan Gerard is a financial advisor with Country Capital Management Co. in Grants Pass, Oregon. Megan has been in the financial services industry since 2011. Megan is licensed to sell securities in Oregon. Megan is also a Series 6 and Series 63 license holder. Megan holds the SIE (Securities Industry Essentials) designation.
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
09/30/2011 - Present
Country Capital Management Co. (Grants Pass OR)
BC
Issued 10/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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