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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 Irving Eisenstein is an investment advisor representative with Cetera Investment Advisers LLC. Mark has been in the industry since 1994 and has a wide range of experience in financial planning, portfolio management, and insurance. Mark is a registered investment advisor in Oregon and has a series 6, 7, 24, 63, and 66 licenses. Mark is also a board member for the Children's Advocacy Center and the Asante Foundation. Mark offers a variety of financial services to his clients, including fixed life and annuities. He works with individuals, families, and businesses to help them reach their financial goals. Mark is committed to providing his clients with personalized service and is passionate about helping them make sound financial decisions.
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
OR
06/29/2023 - Present
Cetera Investment Advisers LLC (MEDFORD OR)
TX
05/06/1994 - 05/20/1997
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 08/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/04/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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