Breanna Kalinowski (CRD# 5873414) is an Investment Advisor Representative working at Primerica Advisors in Hazel Township, PA and has over 13 years of experience in the finance industry.
CRD# 1667988
Trustmont Advisory Group, Inc.
CRD# 5895405
Ameriprise Financial Services, LLC
CRD# 2215408
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Pfs Investments Inc. | Hazle Township, PA | Dec 2010 - Current | 13 |
Primerica Life Insurance | Hazle Township, PA | Jun 2010 - Current | 13 |
Jack's Grille | White Haven, PA | Apr 2019 - Apr 2022 | 3 |
Crazy 8 | Wilkes Barre, PA | Nov 2017 - Feb 2018 | < 1 |
Victoria's Secret | Wilkes-barre, PA | Nov 2014 - Jan 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2011 |
S65 | NASAA Investment Advisors Law Examination | May 2022 |
- PA
-
Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
-
Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.