Culture Shock! We at Newport Coast Securities (NCS) want to make the transition from your previous firm to ours as
easy and as smooth as possible. We know that you had relationships with people at your old firm and you knew exactly
who to call. This document should help make the transition to building new relationship here at Newport Coast Securities,
fast and easy.
Your first step will be to contact the computer department for initial setup. Getting your computer setup with NCS email
will help make the transition much quicker.
| Contact: |
Tom Collier |
| Direct Number: |
(949) 271-1584 |
| Toll Free: |
(800) 992-5592 x 129 |
Your second step will be to contact the ACAT / New Accounts department.
| Contact: |
Rochelle Jornacion |
| Direct Number: |
(949) 271-1598 |
| Toll Free: |
(800) 992-5592 x 138 |
| Contact: |
Yolanda Ingram |
| Toll Free: |
(800) 992-5592 x 109 |
Your third and final step will be to contact the trading Desk.
| Contact: |
Tyler Luckey |
| Direct Number: |
(949) 271-1588 |
| Direct Fax: |
(949) 271-1585 |
| Toll Free: |
(800) 992-5592 x 142 |
| Toll Free Trading: |
(888) 668-9558 |
| Website URL: |
http://www.newportcoastsecurities.com |
| Main Office Fax: |
(949) 756-0981 |
| Main Office Toll Free: |
(800) 992-5592 |