Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kalinowski is a financial professional with over 25 years of experience in the financial industry. James is a registered representative of United Planners' Financial Services of America A Limited Partner, based in Schulenburg, Texas. James is also a registered investment advisor. James provides a variety of financial services, including financial planning, portfolio management, and insurance services. James has a diverse professional background, including experience in law enforcement, real estate, and insurance. James is committed to helping his clients achieve their financial goals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
02/24/2011 - Present
United Planners' Financial Services OF America A Limited Partner (SCHULENBURG TX)
TX
09/26/2007 - 02/11/2011
QA3 FINANCIAL CORP. (HOUSTON TX)
TX
12/10/2002 - 09/27/2007
WADDELL & REED, INC. (HOUSTON TX)
FL
01/20/1999 - 11/26/2002
INTERSECURITIES, INC. (ST. PETERSBURG FL)
AZ
02/11/1997 - 01/20/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 01/24/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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