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Mark Robert Salerno

Coordinated Capital Securities, Inc.

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About Mark Robert Salerno

Mark Salerno is a registered representative with Coordinated Capital Securities, Inc. based in Kenosha, WI. Mark has been in the securities industry since 2014. Mark is registered in Florida, Illinois, Indiana, Michigan, Ohio, Virginia and Wisconsin. Mark also holds the Series 6, Series 7, Series 63, Series 66 and SIE licenses. Mark has experience in investment company products, variable contracts, general securities, and is licensed to provide financial planning services.

Firm Information

Mark Salerno is currently registered with Coordinated Capital Securities, Inc.. Coordinated Capital Securities, Inc. is a Wisconsin-based corporation that offers a variety of investment advisory services, including financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and other services. With a strong presence across the United States, the firm has been serving clients since 1982 and boasts a team of 41 registered representatives and 20 investment advisor representatives. They currently manage over $145 million in assets, primarily for high-net-worth individuals and other individuals.
Coordinated Capital Securities, Inc.

229 S MAIN STREET

FORT ATKINSON, WI 53538

$145.66M

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Salerno’s Registration & Firm History

WI

03/01/2021 - Present

Coordinated Capital Securities, Inc. (KENOSHA WI)

IL

05/21/2012 - 05/03/2016

LUPO FUTURES, LLC (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 03/29/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/03/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/09/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/05/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Mark Robert Salerno. Review regulatory record here.
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