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AE

Arthur Espinoza

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CRD#: 1344849
AE

Professional summary


Arthur Espinoza was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Arthur is a previously registered financial professional and started their career in finance in 1985. Prior to being barred, Arthur had worked at 8 firms, which includes FREEDOM INVESTORS CORP., AMERITAS INVESTMENT COMPANY LLC, THE ADVISORS GROUP INC., DOMINARI SECURITIES LLC, FFP SECURITIES INC., JONATHAN ALAN & CO. INC., GRAYSTONE NASH INC., FIRST JERSEY SECURITIES INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 20, 2005 - December 4, 2014

FREEDOM INVESTORS CORP.

BD
CRD#: 23714
VERO BEACH, FL
Past

October 31, 2003 - September 29, 2005

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
LINCOLN, NE
Past

April 5, 2002 - October 31, 2003

THE ADVISORS GROUP, INC.

BD
CRD#: 14035
BETHESDA, MD
Past

February 25, 2000 - October 17, 2001

DOMINARI SECURITIES LLC

BD
CRD#: 18975
NEW YORK, NY
Past

January 4, 1990 - March 17, 2000

FFP SECURITIES, INC.

BD
CRD#: 16337
CHESTERFIELD, MO
Past

March 6, 1989 - January 11, 1990

JONATHAN ALAN & CO., INC.

BD
CRD#: 15914
Past

September 23, 1986 - January 17, 1989

GRAYSTONE NASH, INC.

BD
CRD#: 10635
Past

March 19, 1985 - September 18, 1986

FIRST JERSEY SECURITIES, INC.

BD
CRD#: 6621

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 11/5/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FI
FREEDOM INVESTORS CORP.
FREEDOM INVESTORS CORP.

CRD#: 23714 / SEC#: 801-39223, 8-40671

BD
Terminated by SEC on 08/27/2017
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Contact information


Main Address
333 Bishops Way, Ste 154, Brookfield, WI 53005
Mailing Address
Phone number
Established
Wisconsin since 11/25/1988
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
FREEDOM SECURITIES INCSHAREHOLDER
BLUMENSCHEIN, JOEL REIDPRESIDENT1372334
BLUMENSCHEIN, JOEL REIDCHIEF EXECUTIVE OFFICER1372334
RASTALL, LORI LEACHIEF COMPLIANCE OFFICER4023335

Disclosures


Regulatory Event4
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FREEDOM INVESTORS CORP.

CRD#: 23714

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