Unclaimed
Isan Kartikeya Contreras is a financial professional registered with Crowdstreet Capital LLC and has been in the industry since September 4, 2023. Isan has passed the Series 63, Series 7TO, Series 79TO and SIE exams. Isan holds active registrations with FINRA and is currently registered in California and Texas.
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
TX
09/05/2023 - Present
Crowdstreet Capital LLC (AUSTIN TX)
BC
Issued 10/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/05/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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