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Thomas William Danielewicz

Correll Co. Investment Services Corp.

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About Thomas William Danielewicz

Thomas Danielewicz is a financial professional with Correll Co. Investment Services Corp. Thomas has been in the industry since November 22, 2016, and is registered in Illinois, Indiana, Michigan, New York, and Wisconsin. Thomas holds the Series 6, Series 63, and SIE licenses. Thomas specializes in providing financial advice to individuals and pension plans.

Firm Information

Thomas Danielewicz 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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Thomas Danielewicz’s Registration & Firm History

IL

11/23/2016 - Present

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

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Licenses & Designations

BC

Issued 12/13/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas William Danielewicz.
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