Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Michael Burnett is a registered representative of Coordinated Capital Securities, Inc. Edward has been in the securities industry since June 2009. Edward has passed multiple securities licensing exams and is currently registered in 17 states, including Wisconsin, Illinois and California. The firm, Coordinated Capital Securities, Inc., is headquartered in Fort Atkinson, WI and has a branch office in Kenosha, WI. Coordinated Capital Securities, Inc. is an investment advisor that provides financial planning services to individuals and businesses. The firm also offers portfolio management services for individuals and businesses. Edward Michael Burnett is a licensed representative of the firm.
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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WI
01/18/2011 - Present
Coordinated Capital Securities, Inc. (KENOSHA WI)
BOTH
Issued 12/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/11/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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