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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 Ludwig is a financial advisor who has been in the industry for over 20 years. Mark is currently registered with Equitable Advisors, LLC. Mark is a licensed securities agent, investment advisor representative, and holds several industry certifications. Mark has been a financial advisor in Omaha, Nebraska since 2013. Mark is associated with a firm that has more than 3900 financial advisors and over 140,000 clients. Mark works with high-net-worth individuals, individuals, corporations, pension and profit-sharing plans, and charitable organizations. Mark provides financial planning, portfolio management for businesses and individuals, and educational seminars. Mark is experienced in working with pension consulting and selection of other advisors.
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.
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2
NE
03/28/2014 - Present
Equitable Advisors, LLC (OMAHA NE)
NE
01/20/2004 - 02/11/2013
NORTHERN LIGHTS DISTRIBUTORS, LLC (OMAHA NE)
CT
09/22/1999 - 11/12/2003
ORBITEX FUNDS DISTRIBUTOR, INC. (STAMFORD CT)
BC
Issued 03/24/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/15/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/06/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2015
Series 52 - Municipal Securities Representative Examination
BC
Issued 12/20/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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