Unclaimed
Tara McShane is an investment advisor representative at Country Capital Management Co. with over 15 years of experience in the financial services industry. Tara holds the Series 6, Series 63, and Series 65 licenses. Tara is registered to provide investment advisory services in Arizona, Oregon and Washington. She is currently located at the firm's office in Oregon City, Oregon.
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
09/16/2016 - Present
Country Capital Management Co. (Oregon City OR)
OR
05/09/2005 - 10/27/2010
COUNTRY CAPITAL MANAGEMENT COMPANY (NEWBERG OR)
BC
Issued 09/28/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/08/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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