Unclaimed
Mark Gregoreski has been in the financial services industry since 1992. Mark is registered with Next Financial Group, Inc. in OH and TX. Mark is also an Investment Advisor Representative. Mark has a number of different specializations, including retirement planning, mutual funds, and investment strategies. Mark has a long history of experience with a number of different firms including Sunamerica Securities, Inc. and Corporate Securities Group, Inc. Mark is committed to helping clients achieve their financial goals. Mark's office is located at 5000 Rockslde Road, Suite 200, Independence OH 44131.
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
OH
01/24/2018 - Present
Next Financial Group, Inc. (INDEPENDENCE OH)
OH
10/31/2005 - 12/22/2008
AIG FINANCIAL ADVISORS, INC. (INDEPENDENCE OH)
AZ
10/26/1998 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MO
10/14/1995 - 11/02/1998
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
FL
05/08/1992 - 10/25/1995
EURO-ATLANTIC SECURITIES INC. (BOCA RATON FL)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/21/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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