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Mark Thomas Gregoreski

Next Financial Group, Inc.

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About Mark Thomas Gregoreski

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.

Firm Information

Mark Gregoreski is currently registered with Next Financial Group, Inc.. Next Financial Group, Inc. is a corporation formed in June 1998 and headquartered in Houston, Texas. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and charitable organizations. They are registered with the SEC and have a presence in all 50 states, as well as Puerto Rico and the Virgin Islands. Next Financial Group, Inc. manages over $3.5 billion in assets.
Next Financial Group, Inc.

11740 KATY FREEWAY

HOUSTON, TX 77079

$3.52B

Assets Under Management

5,776

Total Clients

348

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Seminar/workshop attendance fees

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Mark Gregoreski’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Thomas Gregoreski.
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