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Mark James Beardi is a financial advisor professional located in Amherst, NY. They specialize in financial advisory. With over 15 years of experience, they bring deep expertise to every client.
Mark James Beardi - Cambridge Investment Research, Inc. holds an active professional license (FINRA CRD) for your protection.
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Mark James Beardi operates as a financial advisor through Cambridge Investment Research, Inc. in Amherst, NY. With 15 years of experience in the financial services industry, he works with clients on investment-related matters. His practice is registered with FINRA, the Financial Industry Regulatory Authority, which oversees broker-dealers and investment professionals. This registration ensures his business operates under established regulatory frameworks designed to protect investors and maintain market integrity.
Mark James Beardi's FINRA CRD registration (License #2566065) indicates he operates as a registered representative or investment professional under FINRA oversight. FINRA is the primary self-regulatory organization for the securities industry, responsible for licensing, examining, and disciplining investment professionals and firms. This registration means his business practices and qualifications are subject to FINRA's regulatory standards, compliance requirements, and ongoing supervision. Customers can verify his registration status and disciplinary history through FINRA's BrokerCheck tool, which provides transparency into his professional background and regulatory standing in the financial services industry.