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CC

Curt J. Carstensen

HUNTINGTON SECURITIES
Chicago, IL 60601
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CRD#: 4251413
CC

Professional summary


Curt James Carstensen, who also goes by Curtis James Carstensen, is a registered financial professional currently at HUNTINGTON SECURITIES, INC. located in Chicago, Illinois.

Curt is registered as a RR (Registered Representative) and started their career in finance in 2001. Curt has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Curtis James Carstensen

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) - BD


Click below to view Curt James Carstensen's CRS (Customer Relationship Summary).

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


Current

September 18, 2023 - Present

HUNTINGTON SECURITIES, INC.

Office #1: 222 North Lasalle Street Suite 1200, Chicago, IL 60601
BD
CRD#: 2261
Chicago, IL
Past

September 7, 2010 - June 14, 2023

UBS SECURITIES LLC

BD
CRD#: 7654
CHICAGO, IL
Past

September 23, 2005 - September 10, 2010

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
NEW YORK, NY
Past

January 22, 2001 - September 26, 2005

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(9/18/2023)
RR
Arizona
(9/18/2023)
RR
Arkansas
(9/18/2023)
RR
California
(9/18/2023)
RR
Colorado
(9/18/2023)
RR
Connecticut
(9/18/2023)
RR
Florida
(9/18/2023)
RR
Illinois
(9/18/2023)
RR
Indiana
(9/18/2023)
RR
Kentucky
(9/18/2023)
RR
Louisiana
(9/18/2023)
RR
Massachusetts
(9/18/2023)
RR
Michigan
(9/18/2023)
RR
Montana
(9/18/2023)
RR
New Jersey
(9/18/2023)
RR
New Mexico
(9/18/2023)
RR
New York
(9/18/2023)
RR
North Carolina
(9/18/2023)
RR
Ohio
(9/18/2023)
RR
Oregon
(9/18/2023)
RR
Pennsylvania
(9/18/2023)
RR
Rhode Island
(9/18/2023)
RR
Tennessee
(9/18/2023)
RR
Texas
(9/18/2023)
RR
Utah
(9/18/2023)
RR
Virginia
(9/18/2023)
RR
West Virginia
(9/18/2023)
RR
Wisconsin
(9/18/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 2/6/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


HS
HUNTINGTON SECURITIES, INC.
HUNTINGTON CAPITAL MARKETS | HUTCHINSON, SHOCKEY, ERLEY & CO. | HUTCHINSON SHOCKEY ERLEY | HUNTINGTON SECURITIES, INC.

CRD#: 2261 / SEC#: , 8-5761

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


Main Address
41 South High St, Columbus, OH 43287
Mailing Address
41 South High St, Columbus, OH 43287
Phone number
(312) 443-1560
Established
Delaware since 02/08/1957
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (29 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
HUNTINGTON BANCSHARES INCORPORATEDDIRECT OWNER
BEEKMAN, TODD ANDREWDIRECTOR6291198
BORRELLI, MARK ROBERTGENERAL COUNSEL/SECRETARY6803711
COSTANZO, SAMANTHA ANNDIRECTOR4133695
DIBOWSKI, TERRAHEAD OF BROKERAGE OPERATIONS5468840
FITZSIMMONS, DAVID RAYMONDHEAD OF INSTITUTIONAL SALES & TRADING, DIRECTOR4245434
HERBERT, KATHERINE ELEANORCONTROLLER/FINOP6412263
KLEINMAN, SCOTT DAVIDDIRECTOR2357636
MILCETICH, MATTHEW LOUISPRESIDENT6419334
SZWAGULAK, JOHN W IIICHIEF COMPLIANCE OFFICER4033023
WALTHER, KATHLEENDIRECTOR7858303

Disclosures


Regulatory Event8

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


HUNTINGTON SECURITIES, INC.

CRD#: 2261Chicago, IL 60601

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