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TR

Terrence J. Ronczkowski

CORRELL CO. INVESTMENT SERVICES
Hickory Hills, IL 60457-2211
Some features on this profile are disabled
CRD#: 1042640
TR

Professional summary

Terrence John Ronczkowski is a registered financial professional currently at CORRELL CO. INVESTMENT SERVICES CORP. located in Hickory Hills, Illinois.

Terrence is registered as a RR (Registered Representative) and started their career in finance in 1982. Terrence has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 22 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Terrence John Ronczkowski's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 12, 1999 - Present

CORRELL CO. INVESTMENT SERVICES CORP.

Office #1: 9655 South 78th Aveenue, Hickory Hills, IL 60457-2211Office #2: 9655 South 78th Avenue, Hickory Hills, IL 60457-2211
RIA
BD
CRD#: 38995
Hickory Hills, IL
Past

February 22, 2001 - December 2, 2021

CORRELL CO. INVESTMENT SERVICES CORP.

RIA
CRD#: 38995
HICKORY HILLS, IL
Past

January 5, 1996 - September 7, 1999

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT
Past

April 7, 1993 - December 15, 1995

DREHER & ASSOCIATES, INC.

BD
CRD#: 8665
OAKBROOK TERRACE, IL
Past

March 22, 1988 - June 29, 1992

DREHER & ASSOCIATES, INC.

BD
CRD#: 8665
Past

July 6, 1987 - March 25, 1988

OAK BROOK SECURITIES CORP.

BD
CRD#: 16886
OAKBROOK TERRACE, IL
Past

April 29, 1982 - June 29, 1992

DREHER & ASSOCIATES, INC.

BD
CRD#: 8665
OAKBROOK TERRACE, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(10/12/1999)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/15/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/4/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 6/26/1993
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 4/27/1982
Direct Participation Programs Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CI
CORRELL CO. INVESTMENT SERVICES CORP.
CORRELL CO. INVESTMENT SERVICES CORP. | CORRELL CO. INVESTMENT SERVICES CORP.

CRD#: 38995 / SEC#: 801-42789, 8-48507

RIA
Registered Investment Advisory firm - SEC (6/25/2002 Terminated)
Illinois
Registered Investment Advisory firm - SEC (4/22/2002 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
9655 South 78th Avenue, Hickory Hills, IL 60457
Mailing Address
9655 South 78th Avenue, Hickory Hills, IL 60457-2211
Phone number
(708) 599-2900
Established
Illinois since 12/26/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
4

FINRA licenses (16 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
CORRELL, EARL FRANKLIN IIISHAREHOLDER3151321
CORRELL, JAMES CHARLESSHAREHOLDER & CHIEF EXECUTIVE OFFICER2728531
CORRELL, MELODY NICOLECHIEF FINANCIAL OFFICER/FINOP & CHIEF COMPLIANCE OFFICER2256664
LUCENTE, DEBRA JEANSECRETARY2644948

Regulatory assets under management

Total Number of Accounts71
AUM (Assets Under Management)$ 233,300,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CORRELL CO. INVESTMENT SERVICES CORP.

CRD#: 38995Hickory Hills, IL 60457-2211

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