Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Kokin is an investment advisor representative with Next Financial Group, Inc. Gary is registered with FINRA and the state of New York. Gary has been in the securities industry since September 18, 1983 and has experience at multiple firms, including Wells Fargo Clearing Services, LLC, UBS Financial Services Inc., and A. G. Edwards & Sons, Inc. Gary specializes in financial planning, pension consulting, and educational seminars, and provides portfolio management services for individuals and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
NY
05/10/2021 - Present
Next Financial Group, Inc. (WILLIAMSVILLE NY)
NY
01/30/2009 - 07/19/2019
WELLS FARGO CLEARING SERVICES, LLC (WILLIAMSVILLE NY)
NY
09/03/1996 - 02/11/2009
UBS FINANCIAL SERVICES INC. (BUFFALO NY)
MO
02/05/1988 - 09/03/1996
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
02/11/1987 - 02/10/1988
DEAN WITTER REYNOLDS INC.
NA
11/19/1984 - 02/02/1987
PRUDENTIAL-BACHE SECURITIES INC.
NA
09/14/1983 - 12/31/1984
MARSAN SECURITIES CO., INC.
NA
11/15/1983 - 11/19/1984
APPLE FINANCIAL CORPORATION
NA
07/21/1983 - 11/11/1983
E.C. FARNSWORTH & COMPANY, INC.
BOTH
Issued 02/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/07/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2011
Series 3 - National Commodity Futures Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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