Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Kowalczyk is a financial advisor currently registered with Hennion & Walsh Asset Management, Inc. in Parsippany, NJ. Kevin has been working in the financial services industry since October 1993. Previously, Kevin worked at Mutual Trust Co. of America Securities, Profunds Distributors, Inc., First Trust Portfolios L.P., and David A. Noyes & Company. Kevin has experience providing financial planning services and managing portfolios for individuals and businesses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
11/04/2020 - Present
Hennion & Walsh Asset Management, Inc. (PARSIPPANY NJ)
FL
07/31/2019 - 01/03/2020
MUTUAL TRUST CO. OF AMERICA SECURITIES (ST. PETERSBURG FL)
MD
06/10/2014 - 09/07/2018
PROFUNDS DISTRIBUTORS, INC. (BETHESDA MD)
IL
01/07/2010 - 02/26/2014
FIRST TRUST PORTFOLIOS L.P. (WHEATON IL)
IL
10/20/1994 - 01/04/2010
DAVID A. NOYES & COMPANY (CHICAGO IL)
NA
07/06/1993 - 11/03/1994
HAMILTON INVESTMENTS, INC.
NA
09/27/1994 - 10/19/1994
DAVID A. NOYES & COMPANY
NY
08/17/1992 - 07/22/1993
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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