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CF

Constanza Freyer

Some features on this profile are disabled
CRD#: 4186547
CF

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Constanza Freyer was a registered financial professional .

Constanza is a previously registered financial professional and started their career in finance in 2000. Constanza had worked at 2 firms and has passed the Series 99TO, SIE, Series 7, Series 4 and Series 24 exams.

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

February 8, 2011 - January 5, 2023

BOURSA INVESTMENTS

BD
CRD#: 152516
Cordoba,
Past

December 12, 2008 - June 30, 2009

IXE SECURITIES, LLC

BD
CRD#: 19920
NEW YORK, NY
Past

March 1, 2004 - June 9, 2006

IXE SECURITIES, LLC

BD
CRD#: 19920
NEW YORK, NY
Past

June 6, 2000 - November 5, 2002

IXE SECURITIES, LLC

BD
CRD#: 19920
NEW YORK, NY

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

General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/5/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 3/8/2013
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/28/2009
General Securities Principal Examination

Current Firm

BI
BOURSA INVESTMENTS
BOURSA INVESTMENT ADVISORS INC. | BOURSA INVESTMENTS, INC. | BOURSA INVESTMENTS | BOURSA INVESTMENT ADVISORS, INC.

CRD#: 152516 / SEC#: , 8-68457

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
3130 Bonita Rd Apt 206, Chula Vista, CA 91910
Mailing Address
3130 Bonita Rd Apt 206, Chula Vista, CA 91910
Phone number
(619) 756-6949
Established
Delaware since 11/10/2009
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
HERNANDEZ, LEOVINOOWNER5758783
KATHLEEN MARY DOLAN DE NAVARRO, AS TRUSTEE OF THE BYPASS TRUST CREATED UNDER THE NAVARRO FAMILY TRUST DATED MARCH 6,1998.OWNER
MONDRAGON, JOSECEO2521391
MONDRAGON, JUAN TISNADOSECRETARY5079610
VILLAGOMEZ, CARLOS FERNANDOOWNER5022389
MONDRAGON, JAIMEOWNER5758779
BACHE, ALEJANDRACHIEF COMPLIANCE OFFICER, AMLCO PRIMARY5170457
CASTANEDA, JAMES PETERFINOP5984310
DOLAN, KATHLEEN MARYTRUSTEE7112807

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

BOURSA INVESTMENTS

CRD#: 152516

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