Unclaimed
James Correll has been in the industry since June 19, 1996. James has a Series 63, Series 7, and Series 24. James is registered with Correll Co. Investment Services Corp., a firm that has been in business since June 20, 1996. Correll Co. Investment Services Corp. provides portfolio management for individuals and pension consulting. James is located in Hickory Hills, IL.
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.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
06/20/1996 - Present
Correll Co. Investment Services Corp. (HICKORY HILLS IL)
BC
Issued 06/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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