Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Pogreba is a financial advisor with Avior Wealth Management, LLC in Omaha, Nebraska. Mark has been in the industry for over 30 years and is a Certified Financial Planner. Mark has a broad range of experience working with clients of all types, from individuals and families to corporations and institutions. Mark is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
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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NE
08/12/2021 - Present
Avior Wealth Management, LLC (OMAHA NE)
NE
04/18/2017 - 07/30/2021
LPL FINANCIAL LLC (OMAHA NE)
NE
10/26/2012 - 04/19/2017
PURSHE KAPLAN STERLING INVESTMENTS (OMAHA NE)
NE
01/04/1999 - 10/29/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (PAPILLION NE)
FL
07/09/1996 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
CO
06/28/1994 - 07/16/1996
GILBERT MARSHALL & COMPANY (GREELEY CO)
MI
04/29/1993 - 06/28/1994
EQUITY BROKERAGE SERVICES, INC. (NORTHVILLE MI)
MN
10/25/1990 - 05/06/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/25/1990 - 05/06/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 11/13/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/02/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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