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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Alexander Soukup is a financial advisor currently registered with Wells Fargo Clearing Services, LLC in Boston, MA. Mark has been working in the financial services industry since 1990. Before joining Wells Fargo, Mark has worked for Oppenheimer & Co. Inc., Citigroup Global Markets Inc., Dean Witter Reynolds Inc. and The Stuart-James Company, Incorporated. Mark is licensed in several states and has passed the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, the Securities Industry Essentials Examination, the Futures Managed Funds Examination and the General Securities Representative Examination. Mark offers financial planning, investment consulting services, and portfolio management services to individuals, businesses, and institutions.
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
MA
06/22/2017 - Present
Wells Fargo Clearing Services, LLC (BOSTON MA)
MA
03/14/2008 - 02/20/2014
OPPENHEIMER & CO. INC. (BOSTON MA)
MA
08/02/1995 - 04/09/2008
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
NY
06/29/1990 - 08/02/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CO
02/16/1990 - 04/05/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 04/01/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/10/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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