Philip A. Cortez
Professional summary
Philip Adam Cortez is a registered financial professional currently at AMERICAN VETERANS GROUP, PBC located in Melville, New York.
Philip is registered as a RR (Registered Representative) and started their career in finance in 2018. Philip has worked at 4 firms and has passed the Series 66, Series 52TO, SIE and Series 7 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Philip Adam Cortez's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 12, 2025 - Present
AMERICAN VETERANS GROUP, PBC
Office #1: 324 S. Service Road Suite 107, Melville, NY 11747August 13, 2021 - December 11, 2025
CABRERA CAPITAL MARKETS, LLC
October 9, 2019 - January 4, 2021
AMERIPRISE FINANCIAL SERVICES, LLC
October 9, 2019 - January 4, 2021
AMERIPRISE FINANCIAL SERVICES, LLC
June 18, 2018 - December 11, 2018
EDWARD JONES
May 24, 2018 - December 11, 2018
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/12/2025)
(12/12/2025)
Exams
Series 52TO
Date: 6/30/2023
Municipal Securities Representative ExaminationFINRA
Current Firm
AMERICAN VETERANS GROUP, PBC
CRD#: 291933 / SEC#: , 8-70063
Contact information
FINRA licenses (15 States and Territories)
Red Flags
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