Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Danielle Williams is a financial advisor currently registered with Coordinated Capital Securities, Inc. Sara has been in the securities industry since August 2008. Sara is currently licensed in Wisconsin. Sara holds the Series 7, 11, 24, 52, 53, 63, 66, 99TO and SIE exams. Sara has worked for Coordinated Capital Securities, Inc. since 2008, and has been with MassMutual Wisconsin and MML Investors Services, LLC, since 2019.
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
08/12/2022 - Present
Coordinated Capital Securities, Inc. (FORT ATKINSON WI)
WI
01/07/2019 - 03/19/2020
MML INVESTORS SERVICES, LLC (MADISON WI)
WI
08/12/2008 - 12/26/2018
COORDINATED CAPITAL SECURITIES, INC. (MADISON WI)
BOTH
Issued 08/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/20/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/11/2008
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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