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Michael Martin Kokoska

Vanguard Marketing Corp.

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About Michael Martin Kokoska

Michael Kokoska is a financial professional with over 20 years of experience in the financial services industry. Michael is currently registered with Vanguard Marketing Corp., and is licensed to conduct business in all 50 states and the District of Columbia. Michael has held previous positions at MML Investors Services, LLC, MSI Financial Services, Inc., New England Securities, Tower Square Securities, Inc., Walnut Street Securities, Inc., Metropolitan Life Insurance Company, and First Investors Corporation. Michael holds the Series 6, 7, 63 and SIE licenses.

Firm Information

Michael Kokoska is currently registered with Vanguard Marketing Corp.. Vanguard Marketing Corp. is a Corporation that was formed on April 21, 1977. The firm is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

1,975

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.

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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Michael Kokoska’s Registration & Firm History

NC

10/27/2022 - Present

Vanguard Marketing Corp. (CHARLOTTE NC)

NC

03/25/2017 - 06/04/2019

MML INVESTORS SERVICES, LLC (CHARLOTTE NC)

NC

06/28/2006 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)

NC

06/28/2006 - 01/02/2015

NEW ENGLAND SECURITIES (CHARLOTTE NC)

NJ

06/28/2006 - 09/05/2013

TOWER SQUARE SECURITIES, INC. (SOMERSET NJ)

NJ

06/28/2006 - 09/05/2013

WALNUT STREET SECURITIES, INC. (SOMERSET NJ)

NJ

06/28/2006 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (ISELIN NJ)

NJ

05/27/1999 - 09/07/2005

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

BC

Issued 11/14/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/27/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/2006

Series 7 - General Securities Representative Examination

BC

Issued 05/26/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Martin Kokoska.
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