Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Fleis is a financial advisor registered with Coordinated Capital Securities, Inc. Steven has over 30 years of experience in the financial services industry. Steven offers a range of services including financial planning, portfolio management, and selection of other advisors. Steven is a Series 6, Series 22, and Series 63 licensed representative and holds the SIE designation. Steven is licensed in Minnesota and Wisconsin. Prior to joining Coordinated Capital Securities, Inc., Steven was employed by Capital Financial Services, Inc. and Arm Securities Corporation.
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.
1
2
WI
05/22/2000 - Present
Coordinated Capital Securities, Inc. (ONALASKA WI)
ND
11/10/1992 - 05/31/2000
CAPITAL FINANCIAL SERVICES, INC. (MINOT ND)
ND
07/29/1988 - 11/25/1992
ARM SECURITIES CORPORATION (MINOT ND)
ND
04/04/1986 - 08/08/1988
CAPITAL FINANCIAL SERVICES, INC. (MINOT ND)
NA
08/08/1985 - 04/08/1986
CHARTER SECURITIES CORPORATION
BC
Issued 07/08/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/06/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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