Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Stratis is an investment advisor representative at Cambridge Investment Research Advisors, Inc. in North Olmsted, OH. Mark has over 40 years of experience in the financial services industry. Mark holds both the Series 7 and Series 66 licenses and has a CFP® designation. Mark is also registered with the state of Ohio and Texas. Mark has previously worked at FSC Securities Corporation, H. Beck, Inc., WRP Investments, Inc., Mutual of Omaha Fund Management Company, American Express Financial Advisors Inc., IDS Financial Services Inc., Mid-Ohio Securities Corp, IDS Life Insurance Company, IDS Marketing Corporation, and IDS/American Express Inc. Mark also holds the Series 24 license.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
10/03/2016 - Present
Cambridge Investment Research Advisors, Inc. (North Olmsted OH)
OH
12/01/2010 - 10/05/2016
FSC SECURITIES CORPORATION (NORTH OLMSTED OH)
OH
01/31/2003 - 12/16/2010
H. BECK, INC. (HUDSON OH)
OH
01/23/1990 - 01/31/2003
WRP INVESTMENTS, INC. (YOUNGSTOWN OH)
NE
02/01/1989 - 12/20/1989
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (OMAHA NE)
NA
12/24/1986 - 01/19/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
09/19/1985 - 12/24/1986
IDS FINANCIAL SERVICES INC.
NA
02/24/1984 - 06/12/1985
MID-OHIO SECURITIES CORP
NA
09/13/1979 - 02/07/1984
IDS LIFE INSURANCE COMPANY
NA
09/13/1979 - 02/07/1984
IDS MARKETING CORPORATION
NA
09/13/1979 - 02/07/1984
IDS/AMERICAN EXPRESS INC.
BOTH
Issued 10/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 09/04/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Stratis is the right advisor for you? Invested Better is here to help.
