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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lee Corliss is an Investment Advisor Representative at Hightower Advisors, LLC. Jeffrey has over 30 years of experience in the financial services industry. Jeffrey is a Certified Financial Planner and a Chartered Financial Consultant. Jeffrey has a wide range of experience in financial planning, investment management, and insurance. Jeffrey is committed to providing his clients with personalized financial advice and guidance. In addition to his role at Hightower Advisors, LLC, Jeffrey also serves as a Senior Vice President at Retirement Design & Management, Inc., and RDM Insurance Services, Inc. These firms provide retirement planning and insurance services, and Jeffrey's work at these firms is closely related to his work at Hightower Advisors, LLC. Jeffrey is passionate about helping his clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CT
03/06/2020 - Present
Hightower Advisors, LLC (West Port CT)
CT
01/24/2013 - 08/07/2017
RDM INVESTMENT SERVICES, LLC (WESTPORT CT)
CT
11/17/2009 - 01/23/2013
METLIFE SECURITIES INC. (STAMFORD CT)
CT
03/28/2006 - 11/16/2009
METLIFE SECURITIES INC. (SHELTON CT)
CT
03/28/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHELTON CT)
AZ
07/19/2005 - 03/20/2006
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IL
10/15/2002 - 07/11/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MA
08/14/2001 - 11/04/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
09/25/2000 - 11/16/2000
QUICK & REILLY, INC. (NEW YORK NY)
MA
04/26/1999 - 09/25/2000
FIS SECURITIES, INC. (BOSTON MA)
NY
11/14/1988 - 04/22/1999
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
11/14/1988 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
NA
04/29/1987 - 03/23/1988
BLINDER, ROBINSON & CO., INC.
IA
Issued 03/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/06/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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