Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Stephan has been a financial advisor since 1988. He is a Registered Representative and Investment Advisor Representative with Coordinated Capital Securities, Inc., and has held licenses in multiple states including Ohio, Florida, California, Illinois, Michigan, North Carolina, Pennsylvania, Tennessee, Texas, Wisconsin and more. He is a Chartered Financial Consultant and has been a member of the financial services industry for over 30 years. Charles has experience providing financial advice to individuals and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
12/07/1999 - Present
Coordinated Capital Securities, Inc. (STRONGSVILLE OH)
NJ
09/05/1995 - 10/12/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
WI
03/22/1989 - 11/20/1989
COORDINATED CAPITAL SECURITIES OF WI INC. (FORT ATKINSON WI)
NA
02/26/1988 - 08/02/1988
CENTRAL STATES SECURITIES, INC.
NA
08/26/1986 - 01/12/1988
PRUCO SECURITIES CORPORATION
BOTH
Issued 02/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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