Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Kalm is a financial advisor with XT Capital Partners, LLC. Kurt has been in the industry since June 12, 2007. Kurt holds the Series 63, Series 7, and Series 7TO licenses. Kurt is registered to provide investment advice in New York. Kurt previously worked at NATEXIS BLEICHROEDER INC., ARNHOLD AND S. BLEICHROEDER, INC. and Dillon, Read & Co. Inc..
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
CT
12/22/2021 - Present
XT Capital Partners, LLC (WESTPORT CT)
NY
07/01/2004 - 04/07/2005
NATEXIS BLEICHROEDER INC. (NEW YORK NY)
NY
07/15/1994 - 08/10/2000
ARNHOLD AND S. BLEICHROEDER, INC. (NEW YORK NY)
CT
04/15/1991 - 05/04/1992
DILLON, READ & CO. INC. (STAMFORD CT)
NA
08/29/1984 - 05/04/1992
DILLON, READ & CO. INC.
BC
Issued 01/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/04/2021
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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