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Henry Albert Kowalewski

First Citizens Investor Services, Inc.

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About Henry Albert Kowalewski

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.

Firm Information

Henry Kowalewski is currently registered with First Citizens Investor Services, Inc.. First Citizens Investor Services, Inc. is a Corporation formed in 1994 with its main office located in Raleigh, North Carolina. The firm offers a range of advisory services including financial planning, selection of other advisors, and portfolio management for individuals and businesses. First Citizens Investor Services, Inc. manages approximately $1.73 billion in regulatory assets under management for a diverse clientele, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans.
First Citizens Investor Services, Inc.

8540 COLONNADE CENTER DRIVE

RALEIGH, NC 27615

$1.73B

Assets Under Management

Not reported

Total Clients

574

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Henry Kowalewski’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Henry Albert Kowalewski.
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