Last Updated: September 2025 — New York, NY
Here’s what you need to know about New York, NY stockbroker Libertad Ortiz:
- Name: Ms. Libertad Mahany Ortiz Contreras
- Alias: Libertad Ortiz
- Current Employer: Flourish Financial LLC — 2 Park Avenue, 11th Floor, New York, NY 10016 (registered since 04/26/2019)
- Prior Firms: Raymond James Financial Services Advisors, Inc. (01/2018–02/2018); Raymond James Financial Services, Inc. (01/2004–02/2018); Financial Network Investment Corporation (06/2003–01/2004)
- Other Business Affiliations / Employment (investment-related): Massachusetts Mutual Life Insurance Company (Employee; 02/2021–Present); Stone Ridge Asset Management LLC (Employee; 04/2019–02/2021); United Nations Federal Credit Union (Financial Advisor; 09/2001–02/2018)
- CRD number: 4649349
- Stockbroker / Financial Advisor: Yes — FINRA General Securities Representative; also approved as General Securities Principal and Operations Professional
- Can Broker be Sued in FINRA: Yes
- Discharged by a Prior Employer: Yes
- Highest Award of Settlement: $120,000
If you’ve sustained damages from Mr. Ortiz Contreras, discuss your case with experienced investment fraud lawyer Bob Rex at (877) 224-3199 for a free consultation.
Did You Lose Money With Libertad M. Ortiz Contreras As Your Stockbroker?
Northstar Financial Services (Bermuda) complaint. A former client alleged that in 2015 (while at Raymond James), Ms. Ortiz Contreras sold an investment in Northstar Financial Services (Bermuda) Ltd. and that Raymond James and the United Nations Federal Credit Union failed to conduct adequate due diligence. The complaint, was settled for $120,000 in July 2023.
Employment Separation After Allegations (Raymond James; 02/02/2018). Ms. Ortiz Contreras was discharged while under internal investigation related to (1) attempting to correct an offshore trust rate misquote without engaging management, and (2) sending emails soliciting offshore trusts using verbiage that the firm determined was “not fair and balanced.”
Allegations of Broker Misconduct Against Libertad M. Ortiz Contreras
- Unsuitability / Failure to Conduct Adequate Due Diligence.
- Misrepresentation / Fair & Balanced Communications.
Recover Your Investment Losses Now With Rex Securities Law
Other Investigations of Raymond James Advisors
If you have suffered investment losses in an account handled by Libertad M. Ortiz Contreras, contact us for a complimentary consultation with an experienced securities lawyer to learn how you may be able to recover damages through FINRA arbitration.
With offices in Boca Raton, FL, and Austin, TX, stockbroker fraud attorney Bob Rex provides representation to investors nationwide who are seeking recovery of investment losses due to the negligence or fraud of stockbrokers, financial advisors, and broker-dealers.
If you have questions about how your account has been handled, call (877) 224-3199 to speak with an experienced securities attorney at no cost to you.
Most cases are handled on a contingent fee basis meaning that you do not pay legal fees unless we are successful.