James Kalinowski
CRD Number: 2843966Current Firm: United Planners' Financial Services Of America A Limited Partner
James Kalinowski (CRD# 2843966) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Schulenburg, TX and has over 27 years of experience in the finance industry.
CRD# 4568014
Edward Jones
CRD# 6172867
Edward Jones
CRD# 32055
Momentum Independent Network Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Balancing The Badge LLC | Sugarland, TX | Aug 2018 - Current | 5 |
Trilogy Wealth Management | Shulenburg, TX | Nov 2015 - Current | 8 |
Trilogy Wealth Management | Schulenburg, TX | Nov 2015 - Current | 8 |
United Planners' Financial Services | Scottsdale, AZ | Feb 2011 - Current | 13 |
Stream Realty | Houston`, TX | Jun 2003 - Current | 20 |
Pm Realty Group | Houston, TX | Jun 2003 - Current | 20 |
James Kalinowski Insurance | The Woodlands, TX | Dec 2002 - Current | 21 |
Houston Police Department | Houston, TX | Dec 1981 - Current | 42 |
Vinson And Elkins Law Firm | Houston, TX | May 1989 - Jul 2023 | 34 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1997 |
S65 | NASAA Investment Advisors Law Examination | Jan 2003 |
- TX
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
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- Pension consulting services
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