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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Reba Grimaud is an Investment Advisor Representative at Stone House Investment Management, LLC. Barbara is registered with the state of Pennsylvania and Texas. Barbara has been in the financial services industry since 2013. Barbara Grimaud has been associated with Stone House Investment Management, LLC since 05/2018. Barbara Grimaud holds a Series 65 license. In addition to being an Investment Advisor Representative, Barbara Grimaud is also a member of Rock Ledge Quarries, LLC and an attorney at the Law Office of Barbara R. Grimaud.
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.
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.
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PA
04/16/2019 - Present
Stone House Investment Management, LLC (TUNKHANNOCK PA)
IA
Issued 05/18/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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