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Daniela M. Romero

Correll Co. Investment Services Corp.

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About Daniela M. Romero

Daniela M. Romero is an investment advisor representative associated with Correll Co. Investment Services Corp. Daniela has been in the industry since September 1, 2008. Daniela has obtained her Series 11 qualification and works primarily with pension and profit-sharing plans and individuals.

Firm Information

Daniela Romero is currently registered with Correll Co. Investment Services Corp.. Correll Co. Investment Services Corp. is a Corporation formed in December 1995. The firm is registered with the SEC and 16 states, and has a total of 260,311,837 in regulatory assets under management. They offer investment advisory services including pension consulting and portfolio management for individuals. Their client base includes pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

$260.31M

Assets Under Management

79

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniela Romero’s Registration & Firm History

IL

09/01/2008 - Present

Correll Co. Investment Services Corp. (HICKORY HILLS IL)

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Licenses & Designations

BC

Issued 08/30/2008

Series 11 - Assistant Representative-Order Processing Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniela M. Romero.
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