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JF

Jose D. Franco-gonzalez

AMERICAN VETERANS GROUP, PBC
Melville, NY 11747
Some features on this profile are disabled
CRD#: 7335695
JF

Professional summary

Jose De Jesus Franco-gonzalez, who also goes by Jose D Franco Gonzalez, is a registered financial professional currently at AMERICAN VETERANS GROUP, PBC located in Melville, New York.

Jose is registered as a RR (Registered Representative) and started their career in finance in 2021. Jose has worked at 2 firms and has passed the Series 63, Series 7TO, Series 52TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jose D Franco Gonzalez

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 Jose De Jesus Franco-gonzalez'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

July 14, 2024 - Present

AMERICAN VETERANS GROUP, PBC

Office #1: 324 S. Service Road Suite 107, Melville, NY 11747
BD
CRD#: 291933
Melville, NY
Past

December 6, 2021 - January 26, 2024

CABRERA CAPITAL MARKETS, LLC

BD
CRD#: 10081
LOS ANGELES, CA

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(7/15/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 3/30/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 52TO
Date: 12/6/2021
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/2/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

AV
AMERICAN VETERANS GROUP, PBC
AMERICAN VETERANS GROUP, PBC

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

BD
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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BILES, WILLIAM BCHAIRMAN / CEO6509954
AMERICAN VETS GROUP FOUNDATION, INC.SHAREHOLDER
FRAZIER, WILLIAM HENRYPARTNER1031058
KURTZER, JARED MICHAELMANAGING PARTNER2726672
CARROLL, PAUL COURTNEYCHIEF COMPLIANCE OFFICER4655374
NIXON, JON ALANFINOP

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.

Company Information

AMERICAN VETERANS GROUP, PBC

CRD#: 291933Melville, NY 11747

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