Charles
Stephan
Coordinated Capital Securities, Inc
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About this Advisor
Charles Stephan is a financial advisor based in Strongsville, Ohio, working with Coordinated Capital Securities, Inc. Charles has previously held a position at Coordinated Capital Securities, Inc. Charles has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida and Ohio. Currently, Charles is part of Coordinated Capital Securities, Inc, which operates out of Strongsville, Ohio. The firm has 15 offices and 52 employees. The firm manages assets totaling $232.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Coordinated Capital Securities, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Coordinated Capital Securities, Inc Brokerage Details
$232,496,128
52
534
$435,386
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Charles Stephan Work History
Coordinated Capital Securities, Inc
Disclosures
Please visit the SEC profile of Charles Stephan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Coordinated Capital Securities, Inc
Fort Atkinson, WI
La Crosse, WI
Kenosha, WI
Kenosha, WI
Kenosha, WI
San Juan Capistrano, CA
Brookfield, WI
Fort Atkinson, WI
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