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
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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