Unclaimed
Janet Long Correll is a financial advisor with Arkadios Wealth Advisors. Janet has been in the industry since April 2016 and holds Series 7 and 66 licenses. Janet is a Registered Representative (RR) and Registered Investment Advisor (IA) in North Carolina and Texas. Janet's previous experience includes working at Kalos Capital, Inc. and SouthPark Capital. Janet specializes in portfolio management for individuals and financial planning.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NC
11/21/2022 - Present
Arkadios Wealth Advisors (Charlotte NC)
NC
04/04/2016 - 08/17/2022
KALOS CAPITAL, INC. (CHARLOTTE NC)
BOTH
Issued 05/31/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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