Unclaimed
Henry Albert Kowalewski is a financial advisor with over 29 years of experience in the industry. Henry is currently registered with First Citizens Investor Services, Inc. and First Citizens Asset Management, Inc. in South Carolina. Henry has a wide range of experience in the financial services industry, having worked for several firms in the past. He specializes in providing investment advisory services to individuals, businesses, and charitable organizations. Henry is committed to providing personalized financial advice and helping clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
SC
05/15/2017 - Present
First Citizens Investor Services, Inc. (Myrtle Beach SC)
SC
11/01/2006 - 01/04/2016
FIRST CITIZENS SECURITIES CORPORATION (NORTH AUGUSTA SC)
NC
05/17/1999 - 11/01/2006
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
MA
01/01/1998 - 05/19/1999
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NA
04/05/1994 - 01/01/1998
NATIONSSECURITIES
FL
01/03/1994 - 04/15/1994
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
WI
07/21/1992 - 12/31/1993
INVEST FINANCIAL CORPORATION (APPLETON WI)
NC
09/30/1991 - 12/11/1991
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
CO
09/30/1991 - 10/03/1991
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 10/30/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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