Jeffrey T. Molinari

AMERICAN VETERANS GROUP, PBC

Melville, NY 11747

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CRD#: 726539

Professional summary

Jeffrey Thomas Molinari, who also goes by Jeffrey Anthony Molinari, Jeffrey T Molinari, is a registered financial professional currently at AMERICAN VETERANS GROUP, PBC located in Melville, New York.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1981. Jeffrey has worked at 12 firms and has passed the Series 63, Series 52TO, SIE, Series 7 and Series 53 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jeffrey Anthony Molinari | Jeffrey T Molinari

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 Jeffrey Thomas Molinari's CRS (Customer Relationship Summary).

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

May 15, 2024 - Present

AMERICAN VETERANS GROUP, PBC

Office #1: 324 S. Service Road Suite 107, Melville, NY 11747

CRD#: 291933

Melville, NY

Past

July 20, 2023 - May 2, 2024

STERN BROTHERS & CO.

CRD#: 16325

ST. LOUIS, MO

Past

August 16, 2012 - January 24, 2023

HERBERT J. SIMS & CO, INC.

CRD#: 3420

ISELIN, NJ

Past

May 26, 2011 - September 7, 2012

STERNE, AGEE & LEACH, INC.

CRD#: 791

NEW YORK, NY

Past

September 22, 2010 - May 18, 2011

WEDBUSH SECURITIES INC.

CRD#: 877

NEW YORK, NY

Past

May 15, 2006 - September 27, 2010

HERBERT J. SIMS & CO, INC.

CRD#: 3420

ISELIN, NJ

Past

March 1, 1999 - February 6, 2006

GLEACHER & COMPANY SECURITIES, INC.

CRD#: 298

NEW YORK, NY

Past

March 28, 1994 - March 12, 1999

A. F. BEST SECURITIES, INC.

CRD#: 14335

CORAL SPRINGS, FL

Past

August 14, 1989 - March 25, 1994

CIBC WORLD MARKETS CORP.

CRD#: 630

NEW YORK, NY

Past

March 27, 1989 - July 29, 1989

THOMSON MCKINNON SECURITIES INC.

CRD#: 829

NEW YORK, NY

Past

June 7, 1985 - March 28, 1989

MORGAN STANLEY DW INC.

CRD#: 7556

Past

October 25, 1983 - June 12, 1985

CIBC WORLD MARKETS CORP.

CRD#: 630

Past

October 15, 1982 - October 14, 1983

HSBC BROKERAGE (USA) INC.

CRD#: 6956

Past

March 23, 1981 - July 2, 1981

MATTHEWS & WRIGHT, INC.

CRD#: 7025

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam

Series 63

Date: 6/14/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 7/20/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/21/1981

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 3/29/1995

Municipal Securities Principal Examination

SRO Registrations

FINRA

Current Firm

AMERICAN VETERANS GROUP, PBC

CRD#: 291933 / SEC#: , 8-70063

Broker-Dealer Firm Regulated by FINRA (Long Island district office)

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Contact information

Main Address

324 S. Service Road Suite 107, Melville, NY 11747

Mailing Address

324 S. Service Road Suite 107, Melville, NY 11747

Phone number

(646) 933-8387

Established

Delaware since 10/20/2017

Firm type

Corporation

Fiscal year end

September

Firm Size

Small

# of Employees

FINRA licenses (13 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
BILES, WILLIAM B	CHAIRMAN / CEO	6509954
AMERICAN VETS GROUP FOUNDATION, INC.	SHAREHOLDER
FRAZIER, WILLIAM HENRY	PARTNER	1031058
KURTZER, JARED MICHAEL	MANAGING PARTNER	2726672
CARROLL, PAUL COURTNEY	CHIEF COMPLIANCE OFFICER	4655374
NIXON, JON ALAN	FINOP

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.

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Advisor Monitoring

Firm Stability Insights

Jeffrey T. Molinari

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jeffrey Thomas Molinari's CRS (Customer Relationship Summary).

Certified licenses

Experience

STERN BROTHERS & CO.

HERBERT J. SIMS & CO, INC.

STERNE, AGEE & LEACH, INC.

WEDBUSH SECURITIES INC.

HERBERT J. SIMS & CO, INC.

GLEACHER & COMPANY SECURITIES, INC.

A. F. BEST SECURITIES, INC.

CIBC WORLD MARKETS CORP.

THOMSON MCKINNON SECURITIES INC.

MORGAN STANLEY DW INC.

CIBC WORLD MARKETS CORP.

HSBC BROKERAGE (USA) INC.

MATTHEWS & WRIGHT, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/14/1999

Series 52TO

Date: 7/20/2023

SIE

Date: 10/1/2018

Series 7

Date: 3/21/1981

Series 53

Date: 3/29/1995

FINRA

Current Firm

AMERICAN VETERANS GROUP, PBC

Contact information

FINRA licenses (13 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

AMERICAN VETERANS GROUP, PBC

TRUST BUT VERIFY

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