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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Zelick Kowalsky is an investment advisor representative with SPC and is a registered investment advisor. Joseph Zelick Kowalsky has been in the industry since February 15, 1999 and works in the LATHRUP VILLAGE, MI office of SPC. Joseph Zelick Kowalsky provides investment advisory services to individuals, corporations, businesses, charitable organizations, pension and profit sharing plans, and high net worth individuals. Joseph Zelick Kowalsky provides financial planning and portfolio management services. Joseph Zelick Kowalsky has had a previous registration with Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., Oppenheimer & Co. Inc. and A. G. Edwards & Sons, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
03/31/2021 - Present
SPC (LATHRUP VILLAGE MI)
MI
10/05/2009 - 06/07/2010
AMERIPRISE FINANCIAL SERVICES, INC. (TROY MI)
MI
02/10/2006 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (TROY MI)
NY
01/30/2002 - 02/21/2006
OPPENHEIMER & CO. INC. (NEW YORK NY)
MO
09/08/1999 - 01/09/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NJ
01/14/1999 - 08/25/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 01/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 01/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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