Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Clint Berkey has been in the financial services industry since July 6, 2004. Paul is currently registered with Country Capital Management Co. as an Investment Advisor Representative in Oregon and Arizona. Paul is also registered with FINRA as a General Securities Representative and Investment Company Products/Variable Contracts Representative. Paul holds the Series 6, Series 63, Series 26, and SIE licenses.
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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07/07/2004 - Present
Country Capital Management Co. (Medford OR)
IA
Issued 03/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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