Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Steven Drexler is a registered representative with Coordinated Capital Securities, Inc. Dennis has been in the financial industry since January 1995. Dennis Steven Drexler's previous experience includes employment with Wunderlich Securities, Inc. and Morgan Stanley DW Inc. Dennis Steven Drexler holds licenses Series 3, 7, 63, 65, and 66. Dennis Steven Drexler offers financial planning, portfolio management for individuals and businesses, and selection of other advisers. Dennis Steven Drexler's firm, Coordinated Capital Securities, Inc., manages approximately $145 million in client assets.
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.
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2
TN
01/04/2024 - Present
Coordinated Capital Securities, Inc. (MEMPHIS TN)
TN
11/21/2002 - 12/28/2015
WUNDERLICH SECURITIES, INC. (MEMPHIS TN)
NY
01/17/1995 - 11/20/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 06/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1995
Series 3 - National Commodity Futures Examination
BC
Issued 01/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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