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Mark James Stowe

Correll Co. Investment Services Corp.

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About Mark James Stowe

Mark James Stowe has been in the financial industry since September 5, 1990. Mark currently works with Correll Co. Investment Services Corp. where Mark is a registered representative. Mark is also a registered representative with FINRA. Mark has experience serving the financial needs of individuals, corporations, and pension and profit-sharing plans. Mark is licensed in 6 states and has a Series 6 and SIE. Mark is based out of Hickory Hills, Illinois. Mark has been a registered representative at Correll Co. Investment Services Corp. since February 19, 1997.

Firm Information

Mark Stowe 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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Mark Stowe’s Registration & Firm History

IL

02/19/1997 - Present

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

NY

03/18/1993 - 03/20/1997

NEW ENGLAND SECURITIES (NEW YORK NY)

IL

02/05/1991 - 03/19/1993

OAK BROOK SECURITIES CORP. (OAKBROOK TERRACE IL)

ND

08/02/1989 - 12/31/1989

CAPITAL FINANCIAL SERVICES, INC. (MINOT ND)

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Licenses & Designations

BC

Issued 07/31/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark James Stowe.
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