linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Ivona Malgorzata Kostulak

Frost Investment Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ivona? Claim Your Profile

About Ivona Malgorzata Kostulak

Ivona Kostulak is a financial advisor at Frost Investment Services, a firm with over 100 employees and assets under management between $1 billion and $10 billion. Ivona has been in the industry since 2000 and holds the Series 7, 31, and 66 licenses. Ivona has over 20 years of experience in the financial services industry, with a focus on providing financial planning, portfolio management for businesses and individuals, and investment advisory services. Ivona specializes in working with individuals, corporations, and charitable organizations, and has worked in various roles at Frost Investment Services since 2004.

Firm Information

Ivona Kostulak is currently registered with Frost Investment Services. Frost Investment Services is a registered investment advisor headquartered in San Antonio, Texas. The firm has approximately $1 billion - $10 billion in assets under management and provides financial planning and portfolio management services to individuals, corporations, and charitable organizations. They have over 90 investment advisor representatives and over 60 licensed agents.
Frost Investment Services

111 WEST HOUSTON STREET

SAN ANTONIO, TX 78205

$2.74B

Assets Under Management

Not reported

Total Clients

169

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.

check

financial planning services

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

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ivona Kostulak’s Registration & Firm History

TX

01/26/2022 - Present

Frost Investment Services (SAN ANTONIO TX)

NY

01/17/2003 - 11/22/2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

01/20/2000 - 05/07/2001

MORGAN STANLEY DW INC. (PURCHASE NY)

Not sure if Ivona Malgorzata Kostulak is right for you?

Licenses & Designations

BOTH

Issued 01/31/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/2000

Series 31 - Futures Managed Funds Examination

BC

Issued 01/19/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ivona Malgorzata Kostulak.
Not sure if Ivona Malgorzata Kostulak is right for you?