Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Libertad? Claim Your ProfileLibertad Ortiz contreras is a financial professional with over 19 years of experience in the financial services industry. Libertad is currently registered with Flourish Financial LLC and holds a Series 7, Series 63, Series 66, and Series 99TO licenses. Libertad is also a Registered Principal with Series 24. Libertad is licensed to provide financial advice in all 50 states and the District of Columbia. Libertad has a strong track record of success in helping clients achieve their financial goals.
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.
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2
NY
04/26/2019 - Present
Flourish Financial LLC (New York NY)
NY
01/02/2004 - 02/20/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW YORK NY)
CA
06/30/2003 - 01/16/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BOTH
Issued 12/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2021
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 02/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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