Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregori? Claim Your ProfileGregori Alexandre Volokhine is a financial professional with over 27 years of experience in the industry. Gregori currently holds registrations with Wells Fargo Clearing Services, LLC. Gregori has previously been registered with Raymond James & Associates, Inc., Meeschaert Capital Markets, Inc., Churchill Capital USA, Inc., Exane, Inc., SG Cowen Securities Corporation and Stralem & Company, Incorporated. Gregori is also a registered Investment Advisor in the state of New York and Texas.
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.
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.
Investment consulting services to institutional clients
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.
1
2
NY
02/29/2024 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
NY
10/31/2022 - 03/05/2024
RAYMOND JAMES & ASSOCIATES, INC. (New York NY)
NY
02/04/2022 - 09/01/2022
MEESCHAERT CAPITAL MARKETS, INC. (NEW YORK NY)
NY
06/02/2008 - 05/08/2020
MEESCHAERT CAPITAL MARKETS, INC. (NYC NY)
NY
07/31/2007 - 05/07/2008
CHURCHILL CAPITAL USA, INC. (NEW YORK NY)
NY
10/16/1998 - 05/30/2007
EXANE, INC. (NEW YORK NY)
NY
12/11/1996 - 09/29/1998
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NY
07/15/1994 - 12/24/1996
STRALEM & COMPANY, INCORPORATED (NEW YORK NY)
BOTH
Issued 04/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 10/20/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2008
Series 3 - National Commodity Futures Examination
BC
Issued 07/15/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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