Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Mark Koscinski is a financial advisor with over 25 years of experience in the industry. He has been registered with Coordinated Capital Securities, Inc. since 2009. Michael is a Series 6, 7, 63 and SIE licensed professional. Prior to his current role, Michael worked for Woodbury Financial Services, Inc., Genworth Financial Securities Corporation, Hochman & Baker Securities, Inc., and H.D. Vest Investment Securities, Inc. Michael is also a certified public accountant (CPA) and has been providing tax services and accounting for clients since 1980.
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
WI
09/30/2009 - Present
Coordinated Capital Securities, Inc. (NEW BERLIN WI)
WI
02/01/2006 - 10/01/2009
WOODBURY FINANCIAL SERVICES, INC. (NEW BERLIN WI)
IL
06/30/2004 - 02/22/2006
GENWORTH FINANCIAL SECURITIES CORPORATION (SCHAUMBURG IL)
CT
06/29/1994 - 06/30/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
TX
12/09/1993 - 06/27/1994
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 11/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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