Janet Long Correll

Current Employers

Employment History

• 04/2014 → Present
  Southpark Capital
  Charlotte, NC
• 03/2016 → 08/2022
  Kalos Capital
  Alpharetta, GA
• 08/2022 → Present
  Arkadios Capital
  Atlanta, GA
• 08/2022 → Present
  Arkadios Wealth Advisors
  Atlanta, GA

Previous Registrations

• 2016-05-31 → 2022-08-19
  Kalos Management
  Charlotte, NC
  Ponte Vedra Beach, FL
  Charlotte, NC

Other Businesses

1) Janet Long LLC, Investment related, Private residence, Independent Contractor for Investment Advisory Services 5/1/2014 Annuity investments 5/31/16 expanded services with Series 7 & 66 licenses, President/Directing Member, started 5/1/2014, 180 hours/month, 40 hours/month during securities trading hours. Extensive meetings and discussions with individuals and families to acutely understand their financial needs that their savings, earnings, and investments need to support. Partnership with prospects and clients to explore and understand their risk tolerance, suitability metrics, goals, financial knowledge and to educate and plan together to meet their investment needs. This work is being done with Southpark Capital, 6101 Carnegie Blvd. Suite 350, Charlotte NC 28209 and also under the supervision of Broker/Dealer Arkadios Capital, 309 E Paces Ferry Rd NE Unit 1000, Atlanta GA 30305. 2) Arkadios Capital, Investment related, 309 E Paces Ferry Rd NE Unit 1000, Atlanta GA 30305. Financial Advisory Services to prospects and clients to tailor investing plan that is appropriate for individual investor profiles, Financial Advisor, started 7/21/2022, 180 hours/month, 40 hours/month during securities trading hours. Extensive Meetings with prospects and clients to acutely get to know their needs, goals, risk profile, suitability characteristics, financial knowledge, and investment interests. Ongoing monitoring, communication, and further meetings to update investment progress and the client's life status to explore needs for investment changes to best serve the client or accommodate investment climate changes. 3)George Terlizzi Inc, Is Investment Related, 6101 Carnegie Blvd, , Charlotte, NC, 28209, United States, Financial Advisory, Advisor services, 4/21/2014,50 hours per month, 3 hours per month during trading hours, Fee Based Compensation, Offer Financial Advisory services as a non-payroll independent contractor. Income paid from business metrics with majority as fee based and lessor method of commission. 4) SouthPark Capital, Is Investment Related, 6101 Carnegie Blvd Ste 350, Charlotte, NC, 28209, United States, Financial Advisory Services to prospects and clients to tailor investing plan that is appropriate for individual investor profiles, Financial Advisor,5/1/2014,180 hours per month,40 hours per month during trading hours, Other Compensation, Compensation Type: fee based & commission. Duty Description: Extensive Meetings with prospects and clients to acutely get to know their needs, goals, risk profile, suitability characteristics, financial knowledge, and investment interests. Ongoing monitoring, communication, and further meetings to update investment progress and the client's life status to explore needs for investment changes to best serve the client or accommodate investment climate changes. Work with SouthPark Capital is also under the supervision of Broker/Dealer Arkadios Capital 2827 Peachtree Rd NE Suite 510, Atlanta GA 30305.

Exams

• S66 Uniform Combined State Law Examination
  2016-05-31

Other Names

• Janet Ellen Correll