Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kalinowski is a registered representative with Swbc Investment Co., a firm based in San Antonio, TX. Matthew has been working in the financial services industry since December 2022. Matthew has a Series 7, Series 99TO and SIE. Matthew has a strong background in financial services and is dedicated to providing excellent customer service. Matthew is committed to helping clients reach their financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
01/28/2025 - Present
Swbc Investment Co. (SAN ANTONIO TX)
BC
Issued 06/13/2024
Series 99TO - Operations Professional Examination
BC
Issued 07/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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