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Sara Danielle Williams

Investment Adviser Representative at COORDINATED CAPITAL SECURITIES, INC.

Fort Atkinson, WICRD #5460513Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
9 states
Exams Passed
10

Registrations & licenses

Registration type
Dual-registered
Registered in 9 states
District of ColumbiaFloridaMassachusettsNew HampshireNew MexicoSouth DakotaTexasWashingtonWisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/12/2022
Series 63
Uniform Securities Agent State Law Examination
Passed 1/14/2019
Series 99
Operations Professional Examination
Passed 1/2/2023
Series 52
Municipal Securities Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/4/2011
Series 11
Assistant Representative-Order Processing Qualification Exam
Passed 8/11/2008
Series 4
Registered Options Principal Examination
Passed 4/27/2026
Series 53
Municipal Securities Principal Examination
Passed 2/19/2019
Series 24
General Securities Principal Examination
Passed 7/20/2015

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Coordinated Capital Securities, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

COORDINATED CAPITAL SECURITIES, INC.Current
8/12/2022Fort Atkinson, WI
MML INVESTORS SERVICES, LLC
1/7/20193/19/2020Madison, WI
COORDINATED CAPITAL SECURITIES, INC.
8/12/200812/26/2018Madison, WI

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sara Danielle Williams has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Sara Danielle Williams - Financial Advisor in Fort Atkinson, WI | AdvisorFinder