Charles Ray Stephan

Current Employers

Employment History

• 04/1991 → Present
  Coordinated Capital Securities, Inc.
  Strongsville, OH

Other Businesses

NAME OF BUSINESS: FINANCIAL WEALTH BUILDERS INVESTMENT RELATED: YES ADDRESS: SAME AS BRANCH OFFICE NATURE OF BUSINESS: INSURANCE POSITION/TITLE/RELATIONSHIP: INDEPENDENT INSURANCE AGENT START DATE: 09/15/1995 # HOURS SPENT ON THIS ACTIVITY / MONTH: 8-10 # HOURS SPENT ON THIS ACTIVITY DURING TRADING HOURS (IF DIFFERENT): .5 DESCRIPTION OF DUTIES: SELLS AND SERVICES LIFE INSURANCE AND FIXED ANNUITIES NAME OF BUSINESS: STEPHAN FINANCIAL SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS BRANCH OFFICE NATURE OF BUSINESS: SECURITIES AND LIFE INSURANCE POSITION/TITLE/RELATIONSHIP: OWNER, W2 EMPLOYEE START DATE: 06/18/01 # HOURS SPENT ON THIS ACTIVITY / MONTH: 1 # HOURS SPENT ON THIS ACTIVITY DURING TRADING HOURS (IF DIFFERENT):1 DESCRIPTION OF DUTIES: OWNER AND W-2 EMPLOYEE OF S-CORP NAME OF BUSINESS: COVA REAL ESTATE INVESTMENT RELATED: NO ADDRESS: SAME AS BRANCH OFFICE NATURE OF BUSINESS: REAL ESTATE POSITION/TITLE/RELATIONSHIP: OWNER OF BRANCH OFFICE BUILDING START DATE: 11/20/2003 # HOURS SPENT ON THIS ACTIVITY / MONTH: <1 # HOURS SPENT ON THIS ACTIVITY DURING TRADING HOURS (IF DIFFERENT): <1 DESCRIPTION OF DUTIES: OWNER OF REAL ESTATE COMPANY THAT OWNS BRANCH OFFICE BUILDING

Exams

• S66 Uniform Combined State Law Examination
  2017-02-11
• S63 Uniform Securities Agent State Law Examination
  1997-08-27

Designations

Other Names

• Chuck Stephan
• Charles R Stephan