Jeffery Thomas Maccagnone
Professional Summary
Jeffery Thomas Maccagnone is a registered financial advisor currently at MULTI-BANK SECURITIES, INC. located in Southfield, Michigan. Jeffery is registered as a RR (Registered Representative) and started their career in finance in 1990. Jeffery has worked at 2 firms and has passed the Series 63, Series 52TO, Series 99TO, SIE, Series 3, Series 7, Series 53, Series 4 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
36 years in the financial services industry
Current & Past Employments
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Current Firm
MULTI-BANK SECURITIES, INC.
Contact Information
Main Address
1000 Town Center #2300, Southfield, MI 48075Mailing Address
1000 Town Center #2300, Southfield, MI 48075Phone Number
(248) 291-1100Established
Michigan since 08/17/1987Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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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.
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State Registrations and Notice Filings
(11/12/1998)
(8/31/2022)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Sep 2025About the Series 52TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jeffery Thomas Maccagnone's CRS (Customer Relationship Summary).
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