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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Lukachinski has been in the financial industry since 1988. Gary is currently registered with Janney Montgomery Scott LLC and has been with the firm since 2017. Gary has extensive experience in the financial services industry, having worked previously with Morgan Stanley and Citigroup Global Markets Inc. Gary holds licenses for both securities and investment advisory services and has passed the Series 7, Series 6, Series 63, and Series 65 exams. Gary is a Certified Financial Planner and specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NY
10/11/2017 - Present
Janney Montgomery Scott LLC (Riverhead NY)
NY
06/01/2009 - 10/13/2017
MORGAN STANLEY (RIVERHEAD NY)
NY
08/15/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MELVILLE NY)
NY
07/08/1996 - 08/25/2008
CITIGROUP GLOBAL MARKETS INC. (RIVERHEAD NY)
MA
07/28/1988 - 07/15/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
07/11/1988 - 07/15/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 12/04/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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