Mark Beardi

About Mark Beardi

Mark Beardi is a financial advisor with SY Associates. As a CERTIFIED FINANCIAL PLANNER™…

Experience

1. Financial Advisor

   Sy Associates

   Feb 2014 — Present

   Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser. SY Associates and Cambridge are not affiliated.Entities or persons distributing this information are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel. The use of the “Connect” feature when establishing a connection with Mark Beardi should not be considered a positive reflection of the investment advisory services offered by said representative. Visitors to this page must avoid posting positive reviews of their experiences with the adviser or his services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all clients of Mark Beardi.

Education

• Cornell University

  BS, Applied Economics and Business Management

  1990 — 1994

• Canisius High School

  HS Diploma, NA

  1986 — 1990

• The Wharton School

  MBA, Finance

  1999 — 2001

Skills

• Insurance
• Corporate Finance
• Investments
• Long-Term Care
• Risk Management
• Financial Advisory
• Retirement
• Financial Planning
• Portfolio Management
• Retirement Planning
• Life Insurance
• Finance
• Finra
• Asset Management
• Strategic Planning
• Securities
• Estate Planning
• Disability Insurance
• Financial Analysis
• Leadership
• Series 63
• Financial Services
• Investment Advisory
• Financial Planners
• Series 7