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Terrence John Ronczkowski

Correll Co. Investment Services Corp.

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About Terrence John Ronczkowski

Terrence John Ronczkowski is an active investment professional, licensed in Illinois, with over 30 years of experience in the industry. Terrence has held positions with Correll Co. Investment Services Corp., Aetna Investment Services, Inc., and Dreher & Associates, Inc. Terrence is a Series 6, Series 63, and Series 65 licensed professional. Currently, Terrence is located at the Correll Co. Investment Services Corp. office in Hickory Hills, IL.

Firm Information

Terrence Ronczkowski 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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Terrence Ronczkowski’s Registration & Firm History

IL

10/12/1999 - Present

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

CT

01/05/1996 - 09/07/1999

AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)

IL

04/07/1993 - 12/15/1995

DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)

NA

03/22/1988 - 06/29/1992

DREHER & ASSOCIATES, INC.

IL

04/29/1982 - 06/29/1992

DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)

IL

07/06/1987 - 03/25/1988

OAK BROOK SECURITIES CORP. (OAKBROOK TERRACE IL)

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Licenses & Designations

IA

Issued 02/15/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/04/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/27/1982

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terrence John Ronczkowski.
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