Jorge I. Carstensen
Professional summary
Jorge Ignacio Carstensen is a registered financial professional currently at FIRST LIBERTIES FINANCIAL located in Tampa, Florida.
Jorge is registered as a RR (Registered Representative) and started their career in finance in 2012. Jorge has worked at 2 firms and has passed the Series 6TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jorge Ignacio Carstensen's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 20, 2019 - Present
FIRST LIBERTIES FINANCIAL
Office #1: 2915 N. Boulevard Suite A, Tampa, FL 33602February 16, 2012 - June 18, 2013
ITAU INTERNATIONAL SECURITIES 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
(3/20/2019)
Exams
Series 6TO
Date: 3/15/2019
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
FIRST LIBERTIES FINANCIAL
CRD#: 14432 / SEC#: , 8-30673
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PELION FINANCIAL GROUP, INC. | OWNER | |
| BERGMAN, HILARY GUY | DIRECTOR, PRESIDENT, FINOP, AMLCO, & CHIEF COMPLIANCE OFFICER | 1834738 |
Disclosures
| Regulatory Event | 2 |
Red Flags
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