Unclaimed
Kalen Michael Borre is a financial advisor with Performance Trust Capital Partners, LLC. Kalen Michael Borre is registered in both Connecticut and Illinois. Kalen Michael Borre has been in the financial industry since 2014. Kalen Michael Borre has passed the SIE, Series 7 and Series 66 exams.
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.
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.
1
2
NY
04/06/2017 - Present
Performance Trust Capital Partners, LLC (New York NY)
CT
02/10/2014 - 03/16/2017
PERFORMANCE TRUST CAPITAL PARTNERS, LLC (GREENWICH CT)
BOTH
Issued 04/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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