Robin Urso's Contact Details

Robin Urso's Company Details

Coordinated Capital Securities Inc

Madison, WI, US • 100 - 249 Employees
Financial Services

Coordinated Capital Securities, Inc. is an independent broker dealer and investment advisor specializing in supporting our registered reps and the clients they serve. As a privately-held company we understand the value of individualized service. By design we are a small firm intent on establishing long-term relationships. We provide the business-building tools to help develop and grow your practice with flexibility and independence.Our Mission:Provide the tools, support and personalized service that our reps need to make their business a success through strong leadership, industry expertise, competitive products and services and a long-term commitment to our reps, our model and this industry. Our Background:Founded in 1984, CCS is a small boutique broker dealer and investment advisor in Madison, WI. We offer mutual funds, variable insurance products, alternative investments and fully disclosed brokerage transactions through our clearing firm. We also offer a full complement of investment advisory products and services.Our Financial Advisors:CCS started with just a handful of reps. Today we have over 90 advisors that are part of our broker dealer family. Our goal is not to create a large firm. At CCS, we've created a small firm culture that puts individualized service first and focuses on building long-term relationships.