Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Alan Soukup is a financial advisor with over 30 years of experience in the financial services industry. Mark is currently registered with Orion Portfolio Solutions, LLC and has been with the firm since January 2019. Previously, Mark was a financial advisor with Northern Lights Distributors, LLC. Mark is also registered as an investment advisor representative in the state of Nebraska. Mark holds the Series 63 and Series 65 securities licenses, as well as the Series 7 and SIE exams.
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.
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.
Portfolio management for educational savings & able plans
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NE
01/24/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
NE
10/07/2003 - 12/03/2019
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
CT
06/16/1997 - 11/06/2003
ORBITEX FUNDS DISTRIBUTOR, INC. (STAMFORD CT)
NE
05/13/1996 - 12/31/1996
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
01/14/1992 - 08/11/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/14/1992 - 08/11/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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