Kurt P. Kalm
Professional summary
Kurt Paul Kalm is a registered financial professional currently at XT CAPITAL PARTNERS, LLC located in Southport, Connecticut.
Kurt is registered as a RR (Registered Representative) and started their career in finance in 1984. Kurt has worked at 3 firms and has passed the Series 63, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Kurt Paul Kalm's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 22, 2021 - Present
XT CAPITAL PARTNERS, LLC
July 1, 2004 - April 7, 2005
NATIXIS SECURITIES AMERICAS LLC
July 15, 1994 - August 10, 2000
NATIXIS SECURITIES AMERICAS LLC
April 15, 1991 - May 4, 1992
SBC WARBURG DILLON READ INC.
August 29, 1984 - May 4, 1992
SBC WARBURG DILLON READ INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/10/2022)
Exams
Series 7TO
Date: 12/22/2021
General Securities Representative ExaminationFINRA
Current Firm
XT CAPITAL PARTNERS, LLC
CRD#: 118719 / SEC#: , 8-53683
Contact information
FINRA licenses (16 States and Territories)
Red Flags
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