Regional Sales Executive, South
E*TRADE Advisor Services
Mark Weinstein joined E*TRADE Advisor Services in 2020. As the Regional Sales Executive in the South region, he supports and consults with independent financial advisors to help them grow, increase efficiencies, and build scalable business models. He provides guidance on financial technology for Registered Investment Advisors, breakaway advisors, and independent broker-dealers.
An industry veteran, Mr. Weinstein previously served as senior vice president of business development at Spire Investment Partners, where he developed initiatives to drive new advisors and AUM to the firm. He also worked as a regional director for LPL Financial, consulting with advisors on the independent, hybrid, and RIA business models.
Mr. Weinstein earned a business management degree in economics from the University of California, Santa Cruz, and holds Series 7 and 66 securities licenses.