Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Evan Weinstein is a financial advisor with over 18 years of experience. Mark is currently registered with Osaic Wealth, Inc. and has been with the firm since June 2023. Previously, Mark worked at several firms including Grove Point Investments, LLC, AXOS CLEARING LLC, E*TRADE Securities LLC, Spire Securities, LLC, and LPL Financial LLC. Mark's areas of specialization include financial planning, pension consulting, educational seminars, portfolio management for individuals, and selection of other advisers.
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
AZ
06/28/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MD
09/02/2021 - 06/28/2023
GROVE POINT INVESTMENTS, LLC (ROCKVILLE MD)
CO
08/13/2021 - 08/13/2021
AXOS CLEARING LLC (CENTENNIAL CO)
VA
10/28/2020 - 08/13/2021
E*TRADE SECURITIES LLC (ARLINGTON VA)
VA
06/08/2020 - 10/29/2020
SPIRE SECURITIES, LLC (MCLEAN VA)
VA
09/27/2011 - 03/26/2020
LPL FINANCIAL LLC (ALEXANDRIA VA)
CA
03/06/2006 - 09/14/2011
FIDELITY BROKERAGE SERVICES LLC (SAN DIEGO CA)
SC
03/10/2005 - 08/31/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NJ
01/10/2005 - 02/24/2005
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NE
03/23/2004 - 11/24/2004
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 09/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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