Coordinated Capital, Inc.

Why CCS?

REGISTRATION

Pay-Out
Schedule

Products

FIRST CLEARING

Coordinated Capital Securities, Inc. clears through First Clearing LLC, one of the nation’s leading brokerage-clearing institutions. This relationship gives you a competitive edge. There is no other broker out there that you can’t compete with. Backed by the resources of Wachovia Securities, LLC, First Clearing can give your business the edge it needs to succeed in tomorrow’s market.

Fee-Based Programs
– The Power of an Industry Leader

Fee Based Programs
First Clearing's Consulting Services Group is a leader in the industry. Their fee-based products, offered through CCS Select ONE, are innovative, flexible and forward-thinking.

And because we are an affiliate of one of the nation's largest brokerage firms, you will be able to compete with the brokers of any wirehouse-without the restrictions. We provide you with access to a broad array of investment advisory products from fee-based programs to industry-leading retirement, wealth management, and financial planning services. Our open architecture allows you to select which products or services best fit your clients' needs. Our depth of services will enable your firm to diversify your revenue and increase the range of products you're able to offer your current clients.

Flexible Technology Solutions
– You Manage your Business, We’ll Manage your Technology

Smart Station
Smart. The name says it all. Our integrated technology platform provides enhanced productivity and robust functionality to better serve your needs. This easy-to-use workstation provides up-to-the-minute information on clients, markets and products through a wide-area network of PCs. SmartStation was designed with the licensed financial professional in mind. It seamlessly incorporates the tools brokers need to enhance their productivity. It offers features like a comprehensive contact management system, the ability to run mutual fund hypotheticals, financial profiling tools and a complete menu of electronic presentations for sales support. For pricing and package options click here.

InfoMAX
Your time is valuable. Now you don't have to spend valuable time searching for the information you need-it's all at your fingertips with InfoMAX, First Clearing’s proprietary intranet. InfoMAX. InfoMAX puts constantly updated information on the latest news and stock data right on your desktop. It also provides online research and investment strategy reports from the nation's most respected sources. InfoMAX also furnishes a wide variety of data on First Clearing products and services can use to accelerate the growth of your business and attract high-net-worth individuals

ENVISION
ENVISION is an innovative client profiling tool that helps financial professionals identify and prioritize their clients' financial and life goals. Combining goals-based guidance with sophisticated statistical modeling, ENVISION creates an effective, easy-to-understand process for helping clients achieve their most important goals. It is an ideal resource for helping you expand services, increase revenue, and retain key client relationships. This proprietary program offered through First Clearing’s Smart Station technology allows you to become more proactive in creating a variety of long-term investment scenarios for their clients.

Client Web Access
First Clearing can provide secure online access to your clients 24/7. Client Web Access is a comprehensive solution that gives your customers personalized, one-stop access to investment services from their personal computer, wireless device, or telephone. You can provide convenient one-stop access to brokerage accounts, balances, quotes, and third-party market data.

Business Accelerator

First Clearing's Business Accelerator Tools
What's the best way to accelerate the growth of your business? First Clearing’s expertise in helping firms grow has enabled us to develop a series of programs designed to help you enhance your skill set in a wide range of areas. We offer best practices training in productivity, leadership development, client relationship management, an onboarding product training conference call series and monthly product conference calls.

Account Protection

All accounts have several levels of coverage, with primary protection provided by SIPC ($500,000 of which $100,000 may be cash) and a second level of unlimited coverage up to the value of the account.

For More Information
Call (608) 221-4545 or/(800) 783-6666 Today. We’ll Answer The Call…Personally!