Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Almeraz is a registered representative with Country Capital Management Co. Phillip has been in the financial services industry since December 1997 and holds multiple licenses and certifications including Series 6, Series 63, and Series 65. He is registered in Illinois and has been with Country Capital Management Co. since December 1998.
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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IL
12/07/1998 - Present
Country Capital Management Co. (Huntley IL)
GA
12/04/1997 - 11/09/1998
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 03/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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