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REGISTRATION

Why CCS?

REGISTRATION

 Payout Schedule

 Products


First  Clearing


Our first step is to get to know each other.
It’s important for us to understand your business model, the type of business you conduct and where, to ensure that we can accommodate it. We accomplish this by an initial consultation with you and we then ask that you complete our Recruit Questionnaire. By obtaining this information we can decide together, if we’re the right fit for you. You may submit your completed questionnaire to CCS either by fax 608-221-3015 or by email to Tracy@ccsmadison.com


Committed to CCS.
Congratulations on your decision to join the CCS family of brokers. Your next step is to complete all required paperwork to transfer or register your licenses with CCS and receive regulatory and state approval.  

·
        Registration Fee Calculation Sheet
·
        Form U-4 and Authorization
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        (3) Fingerprint cards.
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        Compensation Agreement
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        Direct Deposit Form (required)
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        Independent Contractor Agreement
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        Outside Business Questionnaire
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        Rep Declaration
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        Other Information (E&O, CE, Sample Cards & Stationary)
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        @ccsrep Email Account Set Up (required)
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        Smart Station User Request (if applicable)
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        Variable Insurance Appointment Sheet (if applicable)
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        IA Rep Agreement (if applicable)

Transition.
Account Change and Transfer Forms:
·
        CCS New Account Form
·
        Change of Dealer Authorization
·
        ACAT Form

 

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©2002 Coordinated Capital Securities, Inc. -
Member FINRA / SIPC
704 River Place, Madison, WI 53716 (608)221-4545

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