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Gary Patrick Koester

Cambridge Investment Research, Inc.

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About Gary Patrick Koester

Gary Patrick Koester is a financial advisor with Cambridge Investment Research, Inc. Gary has been in the financial services industry since January 23, 1984. Gary has a Series 6 and Series 63 license. Gary is registered with FINRA and is licensed to sell securities in 11 states.

Firm Information

Gary Koester is currently registered with Cambridge Investment Research, Inc.. Cambridge Investment Research, Inc. is a corporation formed in October 1995. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

658

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Gary Koester’s Registration & Firm History

MI

10/16/2017 - Present

Cambridge Investment Research, Inc. (Clinton TWP MI)

MI

01/21/2016 - 10/24/2017

NATIONAL PLANNING CORPORATION (SHELBY TOWNSHIP MI)

MI

09/04/2009 - 02/06/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (SHELBY TOWNSHIP MI)

MI

03/22/2006 - 09/04/2009

TRANSAMERICA FINANCIAL ADVISORS, INC. (SHELBY TOWNSHIP MI)

MA

01/04/1984 - 03/01/2006

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

01/04/1984 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

BC

Issued 02/27/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/03/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gary Patrick Koester.
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