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Melody Nicole Correll

Correll Co. Investment Services Corp.

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About Melody Nicole Correll

Melody Nicole Correll is a Registered Representative at Correll Co. Investment Services Corp. with over 30 years of experience in the financial industry. Melody specializes in portfolio management for individuals and pension consulting, has a strong track record of success in helping clients reach their financial goals. Melody is dedicated to providing personalized financial advice and guidance, with a focus on building long-term relationships with her clients.

Firm Information

Melody Correll 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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Melody Correll’s Registration & Firm History

IL

11/08/2019 - Present

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

CT

10/15/1993 - 11/20/2000

AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)

CT

10/28/1992 - 10/15/1993

AETNA CAPITAL MANAGEMENT, INC. (HARTFORD CT)

CT

08/03/1992 - 10/15/1993

AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)

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Licenses & Designations

BOTH

Issued 11/01/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/13/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 05/16/2018

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/10/2009

Series 27 - Financial and Operations Principal Examination

BC

Issued 04/08/1997

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/27/1997

Series 7 - General Securities Representative Examination

BC

Issued 07/31/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melody Nicole Correll.
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