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Mark S

Series 63, Series 65

Orchard Park, NY

Cambridge Investment Research Advisors

Mark Stevens is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at FSC Securities Corporation and operated his own firm, Mark Stevens Financial, LLC. Outside of finance, he is involved in acting and modeling in Brooklyn, NY. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm delivers solutions through a network of independent professionals, employing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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David S

ChFC®, Series 63

Orchard Park, NY

Cambridge Investment Research Advisors

David Stromecki is a ChFC® with 28 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2012. He is president of Brown & Stromecki Agency Inc., an independent insurance firm, and is active as a volunteer firefighter and a director with the Buffalo Niagara Business Ethics Association. Additionally, he serves as a New York State ambassador for the Hunt of a Lifetime Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent professionals using various portfolio management and model-based solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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