Mary A. Ortegon
Professional summary
Mary Annette Ortegon, who also goes by Mary Annette Koveleskie, Mary Koveleskie, Mary A Ortegon, Mary Annette Ortegon, Mary Ortegon, is a registered financial professional currently at TRADEZERO AMERICA, INC. located in Brooklyn, New York.
Mary is registered as a RR (Registered Representative) and started their career in finance in 1984. Mary has worked at 11 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 3, Series 7, Series 24 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Mary Annette Ortegon's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 15, 2025 - Present
TRADEZERO AMERICA, INC.
Office #1: 67 35th Street Suite B450, Brooklyn, NY 11232December 4, 2024 - May 12, 2025
J K R & COMPANY, INC.
August 16, 2021 - February 1, 2023
J K R & COMPANY, INC.
January 22, 2021 - May 12, 2025
J K R & COMPANY, INC.
March 12, 2012 - May 23, 2013
MAXWELLFORT INVESTMENTS, LP
January 9, 2012 - May 22, 2013
MONADNOCK CAPITAL MANAGEMENT, LP
November 25, 2010 - September 9, 2011
MORGAN STANLEY
October 28, 2010 - September 9, 2011
MORGAN STANLEY
January 13, 2009 - December 21, 2009
VTRADER PRO, LLC
September 27, 2007 - January 14, 2009
MONADNOCK CAPITAL MANAGEMENT, LP
May 6, 2003 - June 23, 2003
WALLSTREET*E FINANCIAL SERVICES, INC.
April 13, 2000 - October 26, 2001
HSBC SECURITIES (USA) INC.
January 24, 1997 - January 26, 1998
DEUTSCHE BANK SECURITIES INC.
July 11, 1995 - May 8, 1996
SBC WARBURG, INC.
August 22, 1984 - January 13, 1988
EASTMAN BANKS & DOLAN, 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
(5/15/2025)
Exams
Series 7TO
Date: 1/22/2021
General Securities Representative ExaminationCboe Exchange, Inc.
FINRA
NYSE American LLC
NYSE Arca, Inc.
New York Stock Exchange
Current Firm
TRADEZERO AMERICA, INC.
CRD#: 282940 / SEC#: , 8-69736
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| TRADEZERO USA INC | SHAREHOLDER | |
| CALLEJAS, KHRIS | PRINCIPAL FINANCIAL OFFICER | 6062989 |
| CALLEJAS, KHRIS | FINOP | 6062989 |
| CURET, JEFFREY HOWARD | REGISTERED OPTION PRINCIPAL / CHIEF OPERATIONS OFFICER | 4711190 |
| HAUPT, MICHAEL S | CEO | 2865821 |
| NACCARELLI, ANTONY CARMINE | CHIEF COMPLIANCE OFFICER | 1412706 |
| ORTEGON, MARY ANNETTE | MARKETING REGISTERED OPTIONS PRINCIPAL | 1297351 |
Disclosures
| Regulatory Event | 5 |
Red Flags
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