Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Kalmus is a financial professional with over 30 years of experience in the industry. Currently, Peter is a registered representative with IBN Financial Services, Inc. Peter is also registered in several states, including Arizona, California, Colorado, Connecticut, Florida, Georgia, Maryland, New Jersey, New York, North Carolina, Pennsylvania, and Texas. Peter has experience working with individuals, high-net-worth individuals, corporations and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
Selection and monitoring fees
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2
NY
02/16/2015 - Present
IBN Financial Services, Inc. (LIVERPOOL NY)
NJ
01/08/2015 - 02/09/2015
CONCORDE INVESTMENT SERVICES, LLC (South Orange NJ)
NJ
08/27/2012 - 01/05/2015
DFPG INVESTMENTS, INC. (SOUTH ORANGE NJ)
CA
04/29/2011 - 08/13/2012
VFG SECURITIES, INC. (CULVER CITY CA)
UT
10/30/2002 - 04/14/2011
OMNI BROKERAGE, INC. (SOUTH JORDAN UT)
NY
05/21/2002 - 07/02/2002
LION'S GROUP TRADING LLC (NEW YORK NY)
NY
12/06/2000 - 01/03/2002
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
NY
12/03/1999 - 01/03/2001
WORLDCO, L.L.C. (NEW YORK NY)
MA
01/14/1999 - 09/10/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
10/23/1995 - 12/31/1996
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
NY
11/26/1991 - 10/05/1993
D. BLECH & COMPANY, INCORPORATED (NEW YORK NY)
NY
10/08/1987 - 12/12/1989
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
07/23/1986 - 09/04/1987
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 08/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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