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Kalen Michael Borre

Performance Trust Capital Partners, LLC

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About Kalen Michael Borre

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.

Firm Information

Kalen Borre is currently registered with Performance Trust Capital Partners, LLC. Performance Trust Capital Partners, LLC is a Limited Liability Company formed on October 6, 2006. The firm is registered in all 50 states plus the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

219

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kalen Borre’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Kalen Michael Borre.
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