Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Lalomia is a financial advisor who is registered with the state of Maryland. Kurt is currently employed by Turning Point Financial in Frederick, MD and has been in the financial industry since 1989. Kurt has experience in various areas of financial planning and holds several professional licenses and designations. Kurt specializes in providing financial planning, portfolio management for individuals, and the selection of other advisers.
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.
Helps you choose top advisors aligned with your financial goals.
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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MD
11/03/2023 - Present
Turning Point Financial (FREDERICK MD)
MD
08/08/2018 - 07/23/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (FREDERICK MD)
MD
05/16/2016 - 07/19/2018
JANNEY MONTGOMERY SCOTT LLC (BALTIMORE MD)
MD
12/01/2005 - 03/16/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BALTIMORE MD)
MD
02/21/1995 - 12/01/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
02/13/1990 - 03/13/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NJ
08/22/1989 - 01/30/1990
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 05/08/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/12/2006
Series 24 - General Securities Principal Examination
BC
Issued 11/25/1999
Series 14 - Compliance Officer Examination
BC
Issued 05/18/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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