Mark Irving Eisenstein

Current Employers

Employment History

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2024 → Present
  Dynamic Financial Partners, Llc Dba Eisenstein, Financial Servic
  Medford, OR

Other Businesses

1. NAME OF OTHER BUSINESS: DBA OF EISENSTEIN FINANCIAL SERVICES, INVESTMENT RELATED: YES, ADDRESS: MEDFORD, OREGON, NATURE OF BUSINESS: INSURANCE AND SECURITIES, POSITION/TITLE/RELATIONSHIP: AGENT, START DATE: N/A, APX NUMBER OF HOURS PER WEEK: N/A, APX NUMBER OF HOURS DURING TRADING HOURS: N/A, BRIEF DESCRIPTION OF DUTIES: OFFERS FIXED LIFE AND ANNUITIES, REGISTERED REP AND INVESTMENT ADVISOR REPRESENTATIVE; 2. NAME OF OTHER BUSINESS: CHILDREN'S ADVOCACY CENTER, INVESTMENT RELATED: NO, ADDRESS: 816 W. 10TH ST. MEDFORD, OREGON 97501, NATURE OF BUSINESS: NON-PROFIT FOR ABUSED CHILDREN, POSITION/TITLE/RELATIONSHIP: COUNCIL TO BOARD OF DIRECTORS, START DATE: 07/27/2011, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 0; 3. NAME OF OTHER BUSINESS: ASSETMARK ADVISORY BOARD INVESTMENT RELATED: NO, ADDRESS: 1655 GRANT ST., 10TH FLOOR, CONCORD, CA, 94520, NATURE OF BUSINESS: COMMITTEE, START DATE: 01/2023, POSITION/TITLE/RELATIONSHIP: BOARD MEMBER, APX NUMBER OF HOURS PER WEEK: 1, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: ADVISORY COMMITTEE SHARING IDEAS AND PRACTICES WITH FELLOW ADVISORS; 4. NAME OF OTHER BUSINESS: ASANTE FOUNDATION BOARD; INVESTMENT RELATED: NO; ADDRESS: 229 N. BARTLETT ST, MEDFORD, OR 97501; NATURE OF BUSINESS: BOARD; START DATE: 12/2023; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: ATTEND EVENTS, ATTEND MEETINGS - 6 PER YEAR, REVIEW OPERATIONAL BUDGET; 5. NAME OF OTHER BUSINESS: DYNAMIC FINANCIAL PARTNERS, LLC DBA EISENSTEIN, FINANCIAL SERVICES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 01/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 65, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 6. NAME OF OTHER BUSINESS: ASANTE FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: 229 N BARTLETT STREET, MEDFORD, OR 97501; NATURE OF BUSINESS: BOARD; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER/TREASURER/ FINANCE COMMITTEE; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ATTEND BOARD AND EXECUTIVE MEETINGS, REVIEWING FINANCIAL REPORTS, AND ATTEND FINANCE COMMITTEE MEETINGS;

Exams

• S66 Uniform Combined State Law Examination
  2002-08-27
• S63 Uniform Securities Agent State Law Examination
  1997-05-28