Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Kowalski has been in the financial services industry since August 5, 1989. Stephen is a Registered Representative with Hennion & Walsh Asset Management, Inc. Stephen holds Series 63, 65, 7, and 24 licenses. Stephen works in the Parsippany, NJ office of Hennion & Walsh Asset Management, Inc.. Stephen's prior experience includes working at Municipal Investors Service, Inc., and Halpert and Company, Inc.. Stephen's specialties include Financial Planning, Pension Consulting, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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
11/06/2007 - Present
Hennion & Walsh Asset Management, Inc. (PARSIPPANY NJ)
NJ
09/25/1989 - 01/10/1990
MUNICIPAL INVESTORS SERVICE, INC. (NEWARK NJ)
NJ
07/18/1989 - 09/19/1989
HALPERT AND COMPANY, INC. (MILLBURN NJ)
IA
Issued 11/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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