Unclaimed
Todd Williams is a financial advisor with Country Capital Management Co. and has been in the industry since August 2003. Todd holds Series 6, 63, 26 and 65 licenses, as well as the SIE. Todd is registered in 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.
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2
OR
08/29/2003 - Present
Country Capital Management Co. (TUALATIN OR)
IA
Issued 10/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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